Corient Private Wealth
WLK icon

Corient Private Wealth’s Westlake Corp WLK Stock Holding History

Corient Private Wealth’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.06M Sell
34,971
-66,459
-66% -$6.44M 0.01% 929
2025
Q4 		$7.5M Buy
101,430
+68,404
+207% +$4.87M 0.01% 883
2025
Q3 		$2.54M Buy
33,026
+24,061
+268% +$2.01M ﹤0.01% 962
2025
Q2 		$681K Sell
8,965
-2,719
-23% -$222K ﹤0.01% 1543
2025
Q1 		$1.17M Buy
11,684
+1,123
+11% +$124K ﹤0.01% 1218
2024
Q4 		$1.21M Sell
10,561
-3,026
-22% -$394K ﹤0.01% 1233
2024
Q3 		$2.04M Buy
13,587
+274
+2% +$39.4K ﹤0.01% 1088
2024
Q2 		$1.93M Sell
13,313
-455
-3% -$69.9K ﹤0.01% 1037
2024
Q1 		$2.1M Sell
13,768
-1,956
-12% -$275K ﹤0.01% 996
2023
Q4 		$2.2M Sell
15,724
-806
-5% -$102K ﹤0.01% 958
2023
Q3 		$2.06M Buy
16,530
+26
+0.2% +$3.34K ﹤0.01% 904
2023
Q2 		$1.97M Sell
16,504
-517
-3% -$59.1K ﹤0.01% 904
2023
Q1 		$1.97M Buy
17,021
+905
+6% +$104K 0.01% 845
2022
Q4 		$1.65M Buy
+16,116
New +$1.62M 0.01% 765

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return