Harbour Investments’s Westlake Corp WLK Stock Holding History

Harbour Investments’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	$3.74K	Sell	32 -5	-14%	-$485	﹤0.01%	3700
2025 Q4	$2.74K	Buy	37 +30	+429%	+$2.13K	﹤0.01%	3222
2025 Q3	$539	Buy	+7	New	+$583	﹤0.01%	3501
2025 Q2	–	Sell	-26	Closed	-$2.6K	–	3737
2025 Q1	$2.6K	Hold	26	–	–	﹤0.01%	3017
2024 Q4	$2.98K	Sell	26 -17	-40%	-$2.21K	﹤0.01%	2904
2024 Q3	$6.46K	Sell	43 -40	-48%	-$5.75K	﹤0.01%	2539
2024 Q2	$12K	Hold	83	–	–	﹤0.01%	2176
2024 Q1	$12.7K	Hold	83	–	–	﹤0.01%	2137
2023 Q4	$11.6K	Buy	83 +16	+24%	+$2.03K	﹤0.01%	2090
2023 Q3	$8.35K	Sell	67 -2	-3%	-$257	﹤0.01%	2098
2023 Q2	$8.25K	Hold	69	–	–	﹤0.01%	2123
2023 Q1	$8.01K	Hold	69	–	–	﹤0.01%	2115
2022 Q4	$7.08K	Hold	69	–	–	﹤0.01%	2100
2022 Q3	$7K	Hold	69	–	–	﹤0.01%	2086
2022 Q2	$7K	Buy	+69	New	+$8.45K	﹤0.01%	2086

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Capital World Investors

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

BlackRock New York $5.7T 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

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wellington Management Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return