Jackson Grant Investment Advisers’s Westlake Corp WLK Stock Holding History

Jackson Grant Investment Advisers’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 Q4	–	Sell	-11	Closed	-$848	–	423
2025 Q3	$848	Hold	11	–	–	﹤0.01%	409
2025 Q2	$835	Sell	11 -109	-91%	-$8.92K	﹤0.01%	382
2025 Q1	$12K	Hold	120	–	–	﹤0.01%	255
2024 Q4	$13.8K	Hold	120	–	–	0.01%	247
2024 Q3	$18K	Hold	120	–	–	0.01%	240
2024 Q2	$17.4K	Hold	120	–	–	0.01%	239
2024 Q1	$18.3K	Hold	120	–	–	0.01%	228
2023 Q4	$16.8K	Hold	120	–	–	0.01%	229
2023 Q3	$15K	Hold	120	–	–	0.01%	233
2023 Q2	$14.3K	Hold	120	–	–	0.01%	240
2023 Q1	$13.9K	Buy	120 +11	+10%	+$1.27K	0.01%	282
2022 Q4	$11.2K	Hold	109	–	–	0.01%	288
2022 Q3	$9K	Hold	109	–	–	﹤0.01%	306
2022 Q2	$11K	Hold	109	–	–	0.01%	311
2022 Q1	$13K	Buy	+109	New	+$11.9K	0.01%	317
2021 Q4	–	Sell	-109	Closed	-$10K	–	346
2021 Q3	$10K	Sell	109 -90	-45%	-$7.71K	﹤0.01%	328
2021 Q2	$18K	Buy	199 +22	+12%	+$2.14K	0.01%	310
2021 Q1	$16K	Buy	+177	New	+$15.4K	0.01%	311

Other funds holding WLK

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Jackson Grant Investment Advisers's WLK Position: Q4 2025 in Review

Jackson Grant Investment Advisers sold out of Westlake Corp (WLK) in Q4 2025, closing a stake of 11 shares — an estimated $848 sold.

Jackson Grant Investment Advisers first reported a position in WLK in Q1 2021 and held it in 18 quarters. The position peaked at $18.3K in Q1 2024. 296 funds tracked by Wall St. Rank hold WLK as of Q4 2025.

Jackson Grant Investment Advisers reported no remaining Westlake Corp position as of Q4 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 11 Westlake Corp shares in Q4 2025, an estimated $848.
Jackson Grant Investment Advisers first reported a position in Westlake Corp in Q1 2021 and held it in 18 quarters.
Jackson Grant Investment Advisers's Westlake Corp position peaked at $18.3K in Q1 2024.
296 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.