Edgestream Partners’s Westlake Corp WLK Stock Holding History

Edgestream Partners’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	$2.07M	Buy	17,681 +10,586	+149%	+$1.03M	0.07%	480
2025 Q4	$525K	Buy	+7,095	New	+$505K	0.01%	808
2024 Q4	–	Sell	-23,650	Closed	-$3.55M	–	1122
2024 Q3	$3.55M	Buy	+23,650	New	+$3.4M	0.16%	219
2023 Q3	–	Sell	-26,985	Closed	-$3.22M	–	998
2023 Q2	$3.22M	Buy	+26,985	New	+$3.09M	0.29%	70
2022 Q3	–	Sell	-4,387	Closed	-$430K	–	629
2022 Q2	$430K	Sell	4,387 -5,465	-55%	-$669K	0.03%	421
2022 Q1	$1.22M	Buy	+9,852	New	+$1.07M	0.1%	296

Other funds holding WLK

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edgestream Partners's WLK Position: Q1 2026 in Review

Edgestream Partners increased its Westlake Corp (WLK) stake by 149% in Q1 2026, buying an estimated $1.03M and bringing the position to 17,681 shares worth $2.07M. The position accounts for 0.07% of the portfolio, ranked #480.

Edgestream Partners first reported a position in WLK in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.55M in Q3 2024. 336 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

Edgestream Partners held 17,681 shares of Westlake Corp worth $2.07M as of Q1 2026.
Edgestream Partners bought 10,586 Westlake Corp shares in Q1 2026, an estimated $1.03M.
Westlake Corp made up 0.07% of Edgestream Partners's portfolio in Q1 2026, its #480 holding.
Edgestream Partners first reported a position in Westlake Corp in Q1 2022 and has held it in 6 quarters since.
Edgestream Partners's Westlake Corp position peaked at $3.55M in Q3 2024.
336 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.