Fortitude Family Office’s Westlake Corp WLK Stock Holding History

Fortitude Family Office’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 Q3	$3.43K	Buy	55 +13	+31%	+$964	﹤0.01%	1762
2026 Q2	$3.07K	Sell	42 -10	-19%	-$977	﹤0.01%	1298
2026 Q1	$6.08K	Buy	52 +42	+420%	+$4.07K	﹤0.01%	852
2025 Q4	$739	Sell	10 -4	-29%	-$285	﹤0.01%	1568
2025 Q3	$1.08K	Sell	14 -6	-30%	-$500	﹤0.01%	1519
2025 Q2	$1.52K	Buy	+20	New	+$1.64K	﹤0.01%	1328

Other funds holding WLK

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Fortitude Family Office's WLK Position: Q3 2026 in Review

Fortitude Family Office increased its Westlake Corp (WLK) stake by 31% in Q3 2026, buying an estimated $964 and bringing the position to 55 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Fortitude Family Office first reported a position in WLK in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.08K in Q1 2026. 17 funds tracked by Wall St. Rank hold WLK as of Q3 2026.

Fortitude Family Office held 55 shares of Westlake Corp worth $3.43K as of Q3 2026.
Fortitude Family Office bought 13 Westlake Corp shares in Q3 2026, an estimated $964.
Westlake Corp made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1762 holding.
Fortitude Family Office first reported a position in Westlake Corp in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Westlake Corp position peaked at $6.08K in Q1 2026.
17 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.