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Kestra Advisory Services’s Westlake Corp WLK Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,138
Closed -$84.2K – 4397
2025
Q4 		$84.2K Buy
+1,138
New +$81K ﹤0.01% 3567

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $999B AUM 46.22% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Advisory Services's WLK Position: Q1 2026 in Review

Kestra Advisory Services sold out of Westlake Corp (WLK) in Q1 2026, closing a stake of 1,138 shares — an estimated $84.2K sold.

Kestra Advisory Services first reported a position in WLK in Q4 2025 and held it in 1 quarter. The position peaked at $84.2K in Q4 2025. 339 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

  • Kestra Advisory Services reported no remaining Westlake Corp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,138 Westlake Corp shares in Q1 2026, an estimated $84.2K.
  • Kestra Advisory Services first reported a position in Westlake Corp in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Westlake Corp position peaked at $84.2K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.