Covestor’s Westlake Corp WLK Stock Holding History

Covestor’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	$63K	Sell	541 -1,121	-67%	-$109K	0.04%	564
2025 Q4	$123K	Sell	1,662 -117	-7%	-$8.33K	0.06%	456
2025 Q3	$137K	Buy	1,779 +1,020	+134%	+$85K	0.08%	388
2025 Q2	$58K	Buy	759 +652	+609%	+$53.4K	0.03%	839
2025 Q1	$11K	Hold	107	–	–	0.01%	1465
2024 Q4	$12K	Hold	107	–	–	0.01%	1452
2024 Q3	$16K	Sell	107 -75	-41%	-$10.8K	0.01%	1309
2024 Q2	$26K	Sell	182 -8	-4%	-$1.23K	0.02%	1109
2024 Q1	$29K	Buy	190 +2	+1%	+$282	0.02%	1082
2023 Q4	$27K	Sell	188 -237	-56%	-$30.1K	0.02%	1091
2023 Q3	$53K	Sell	425 -381	-47%	-$48.9K	0.04%	754
2023 Q2	$96K	Sell	806 -721	-47%	-$82.5K	0.07%	470
2023 Q1	$177K	Hold	1,527	–	–	0.15%	141
2022 Q4	$157K	Sell	1,527 -39	-2%	-$3.93K	0.13%	195
2022 Q3	$136K	Buy	1,566 +427	+37%	+$40.9K	0.12%	210
2022 Q2	$112K	Sell	1,139 -281	-20%	-$34.4K	0.09%	356
2022 Q1	$175K	Buy	1,420 +741	+109%	+$80.8K	0.12%	198
2021 Q4	$66K	Buy	+679	New	+$66.2K	0.09%	375

Other funds holding WLK

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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return