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JFS Wealth Advisors’s Westlake Corp WLK Stock Holding History

JFS Wealth Advisors’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 		$1.53K Sell
21
-9
-30% -$879 ﹤0.01% 1692
2026
Q1 		$3.5K Buy
30
+16
+114% +$1.55K ﹤0.01% 1318
2025
Q4 		$1.04K Buy
+14
New +$996 ﹤0.01% 1696
2025
Q3 		– Sell
-4
Closed -$304 – 1945
2025
Q2 		$304 Sell
4
-46
-92% -$3.76K ﹤0.01% 1758
2025
Q1 		$5K Sell
50
-22
-31% -$2.44K ﹤0.01% 1129
2024
Q4 		$8.26K Hold
72
– – ﹤0.01% 917
2024
Q3 		$10.8K Buy
72
+2
+3% +$288 ﹤0.01% 830
2024
Q2 		$10.1K Hold
70
– – ﹤0.01% 794
2024
Q1 		$10.7K Buy
70
+14
+25% +$1.97K ﹤0.01% 794
2023
Q4 		$7.84K Hold
56
– – ﹤0.01% 866
2023
Q3 		$6.98K Hold
56
– – ﹤0.01% 857
2023
Q2 		$6.69K Hold
56
– – ﹤0.01% 881
2023
Q1 		$6.5K Buy
56
+16
+40% +$1.85K ﹤0.01% 890
2022
Q4 		$4.1K Buy
40
+8
+25% +$806 ﹤0.01% 1074
2022
Q3 		$3K Sell
32
-43
-57% -$4.12K ﹤0.01% 1255
2022
Q2 		$7K Buy
75
+39
+108% +$4.78K ﹤0.01% 904
2022
Q1 		$4K Buy
36
+22
+157% +$2.4K ﹤0.01% 1187
2021
Q4 		$1K Buy
+14
New +$1.36K ﹤0.01% 1617

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

JFS Wealth Advisors's WLK Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Westlake Corp (WLK) stake by 30% in Q2 2026, selling an estimated $879 and leaving 21 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

JFS Wealth Advisors first reported a position in WLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.8K in Q3 2024. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • JFS Wealth Advisors held 21 shares of Westlake Corp worth $1.53K as of Q2 2026.
  • JFS Wealth Advisors sold 9 Westlake Corp shares in Q2 2026, an estimated $879.
  • Westlake Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1692 holding.
  • JFS Wealth Advisors first reported a position in Westlake Corp in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Westlake Corp position peaked at $10.8K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.