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Moran Wealth Management’s Westlake Corp WLK Stock Holding History

Moran Wealth Management’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
Q1 		– Sell
-68,539
Closed -$7.86M – 494
2024
Q4 		$7.86M Sell
68,539
-4,082
-6% -$531K 0.25% 118
2024
Q3 		$10.9M Sell
72,621
-1,342
-2% -$193K 0.34% 98
2024
Q2 		$10.7M Sell
73,963
-1,714
-2% -$263K 0.35% 98
2024
Q1 		$11.6M Sell
75,677
-1,540
-2% -$217K 0.37% 91
2023
Q4 		$10.8M Sell
77,217
-3,325
-4% -$422K 0.38% 90
2023
Q3 		$10M Buy
80,542
+2,488
+3% +$319K 0.39% 99
2023
Q2 		$9.33M Buy
78,054
+3,150
+4% +$360K 0.35% 103
2023
Q1 		$8.69M Buy
+74,904
New +$8.64M 0.33% 109

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Moran Wealth Management's WLK Position: Q1 2025 in Review

Moran Wealth Management sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 68,539 shares — an estimated $7.86M sold.

Moran Wealth Management first reported a position in WLK in Q1 2023 and held it in 8 quarters. The position peaked at $11.6M in Q1 2024. 362 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Moran Wealth Management reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 68,539 Westlake Corp shares in Q1 2025, an estimated $7.86M.
  • Moran Wealth Management first reported a position in Westlake Corp in Q1 2023 and held it in 8 quarters.
  • Moran Wealth Management's Westlake Corp position peaked at $11.6M in Q1 2024.
  • 362 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.