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Global Financial Private Client’s Westlake Corp WLK Stock Holding History

Global Financial Private Client’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
-9
Closed -$900 – 1601
2025
Q1 		$900 Buy
9
+5
+125% +$554 ﹤0.01% 1094
2024
Q4 		$459 Buy
+4
New +$520 ﹤0.01% 970

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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

Global Financial Private Client's WLK Position: Q2 2025 in Review

Global Financial Private Client sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 9 shares — an estimated $900 sold.

Global Financial Private Client first reported a position in WLK in Q4 2024 and held it in 2 quarters. The position peaked at $900 in Q1 2025. 305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

  • Global Financial Private Client reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 9 Westlake Corp shares in Q2 2025, an estimated $900.
  • Global Financial Private Client first reported a position in Westlake Corp in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Westlake Corp position peaked at $900 in Q1 2025.
  • 305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.