JAG
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Journey Advisory Group’s Westlake Corp WLK Stock Holding History

Journey Advisory Group’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
-45,072
Closed -$3.47M – 280
2025
Q3 		$3.47M Buy
45,072
+230
+0.5% +$19.2K 0.26% 99
2025
Q2 		$3.4M Buy
+44,842
New +$3.67M 0.26% 91

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Journey Advisory Group's WLK Position: Q4 2025 in Review

Journey Advisory Group sold out of Westlake Corp (WLK) in Q4 2025, closing a stake of 45,072 shares — an estimated $3.47M sold.

Journey Advisory Group first reported a position in WLK in Q2 2025 and held it in 2 quarters. The position peaked at $3.47M in Q3 2025. 297 funds tracked by Wall St. Rank hold WLK as of Q4 2025.

  • Journey Advisory Group reported no remaining Westlake Corp position as of Q4 2025 after selling out during the quarter.
  • Journey Advisory Group sold 45,072 Westlake Corp shares in Q4 2025, an estimated $3.47M.
  • Journey Advisory Group first reported a position in Westlake Corp in Q2 2025 and held it in 2 quarters.
  • Journey Advisory Group's Westlake Corp position peaked at $3.47M in Q3 2025.
  • 297 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2025.

Based on Journey Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.