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GoalVest Advisory’s Westlake Corp WLK Stock Holding History

GoalVest Advisory’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
Q2 		$1.9K Buy
+26
New +$2.54K ﹤0.01% 455

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GoalVest Advisory's WLK Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Westlake Corp (WLK) in Q2 2026: 26 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #455 among its holdings.

359 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • GoalVest Advisory held 26 shares of Westlake Corp worth $1.9K as of Q2 2026.
  • Westlake Corp was a new GoalVest Advisory position in Q2 2026.
  • Westlake Corp made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #455 holding.
  • 359 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.