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WLK icon

NewEdge Advisors’s Westlake Corp WLK Stock Holding History

NewEdge 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
Q1 		$80.5K Sell
689
-56
-8% -$5.43K ﹤0.01% 2812
2025
Q4 		$55.1K Hold
745
– – ﹤0.01% 2936
2025
Q3 		$57.4K Hold
745
– – ﹤0.01% 2788
2025
Q2 		$56.5K Buy
745
+247
+50% +$20.2K ﹤0.01% 2628
2025
Q1 		$49.8K Sell
498
-60
-11% -$6.64K ﹤0.01% 2554
2024
Q4 		$64K Hold
558
– – ﹤0.01% 2430
2024
Q3 		$83.9K Buy
558
+150
+37% +$21.6K ﹤0.01% 2250
2024
Q2 		$59.1K Hold
408
– – ﹤0.01% 2293
2024
Q1 		$62.4K Buy
408
+25
+7% +$3.52K ﹤0.01% 2238
2023
Q4 		$53.6K Buy
383
+16
+4% +$2.03K ﹤0.01% 2209
2023
Q3 		$45.8K Buy
367
+256
+231% +$32.9K ﹤0.01% 2121
2023
Q2 		$13.3K Buy
111
+25
+29% +$2.86K ﹤0.01% 2515
2023
Q1 		$9.97K Sell
86
-120
-58% -$13.8K ﹤0.01% 2570
2022
Q4 		$943 Buy
+206
New +$20.8K ﹤0.01% 3051
2022
Q3 		– Sell
-5,868
Closed -$575K – 1672
2022
Q2 		$575K Buy
+5,868
New +$719K 0.01% 923

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OAG
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
BIP
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return