Gries Financial’s Westlake Corp WLK Stock Holding History

Gries Financial’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	-13,512	Closed	-$1.35M	–	323
2025 Q1	$1.35M	Buy	+13,512	New	+$1.5M	0.26%	94

Other funds holding WLK

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Gries Financial's WLK Position: Q2 2025 in Review

Gries Financial sold out of Westlake Corp (WLK) in Q2 2025, closing a stake of 13,512 shares — an estimated $1.35M sold.

Gries Financial first reported a position in WLK in Q1 2025 and held it in 1 quarter. The position peaked at $1.35M in Q1 2025. 305 funds tracked by Wall St. Rank hold WLK as of Q2 2025.

Gries Financial reported no remaining Westlake Corp position as of Q2 2025 after selling out during the quarter.
Gries Financial sold 13,512 Westlake Corp shares in Q2 2025, an estimated $1.35M.
Gries Financial first reported a position in Westlake Corp in Q1 2025 and held it in 1 quarter.
Gries Financial's Westlake Corp position peaked at $1.35M in Q1 2025.
305 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2025.

Based on Gries Financial's 13F filing for Q2 2025, filed 14 Jul 2025.