Larson Financial Group’s Westlake Corp WLK Stock Holding History

Larson Financial 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
2026 Q1	$6.66K	Buy	57 +34	+148%	+$3.3K	﹤0.01%	2464
2025 Q4	$1.7K	Hold	23	–	–	﹤0.01%	2817
2025 Q3	$1.77K	Sell	23 -1	-4%	-$83	﹤0.01%	2756
2025 Q2	$1.82K	Buy	24 +1	+4%	+$82	﹤0.01%	2443
2025 Q1	$2.3K	Hold	23	–	–	﹤0.01%	2123
2024 Q4	$2.64K	Sell	23 -9	-28%	-$1.17K	﹤0.01%	1823
2024 Q3	$4.81K	Hold	32	–	–	﹤0.01%	1675
2024 Q2	$4.63K	Buy	32 +9	+39%	+$1.38K	﹤0.01%	1462
2024 Q1	$3.51K	Sell	23 -68	-75%	-$9.57K	﹤0.01%	1265
2023 Q4	$12.7K	Sell	91 -34	-27%	-$4.32K	﹤0.01%	956
2023 Q3	$15.5K	Sell	125 -14,231	-99%	-$1.83M	﹤0.01%	884
2023 Q2	$1.72M	Buy	14,356 +1,974	+16%	+$226K	0.17%	109
2023 Q1	$1.44M	Buy	12,382 +579	+5%	+$66.8K	0.16%	130
2022 Q4	$1.21M	Buy	11,803 +8,194	+227%	+$825K	0.14%	140
2022 Q3	$314K	Buy	3,609 +3,332	+1,203%	+$320K	0.04%	220
2022 Q2	$27K	Buy	+277	New	+$33.9K	﹤0.01%	490

Other funds holding WLK

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

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