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Cornerstone Planning Group’s Westlake Corp WLK Stock Holding History

Cornerstone Planning Group’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
2025
Q2 		– Sell
-2
Closed -$185 – 1703
2025
Q1 		$185 Sell
2
-1
-33% -$111 ﹤0.01% 1470
2024
Q4 		$353 Buy
+3
New +$390 ﹤0.01% 1241

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BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Planning Group's WLK Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 2 shares — an estimated $185 sold.

Cornerstone Planning Group first reported a position in WLK in Q4 2024 and held it in 2 quarters. The position peaked at $353 in Q4 2024. 305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 Westlake Corp shares in Q2 2025, an estimated $185.
  • Cornerstone Planning Group first reported a position in Westlake Corp in Q4 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Westlake Corp position peaked at $353 in Q4 2024.
  • 305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.