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 Q2	$50.3K	Hold	689	–	–	﹤0.01%	3123
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

Other funds holding WLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Advisors's WLK Position: Q2 2026 in Review

NewEdge Advisors held its Westlake Corp (WLK) position steady in Q2 2026 at 689 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

NewEdge Advisors first reported a position in WLK in Q2 2022 and has held it in 16 quarters since. The position peaked at $575K in Q2 2022. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

NewEdge Advisors held 689 shares of Westlake Corp worth $50.3K as of Q2 2026.
NewEdge Advisors left its Westlake Corp share count unchanged in Q2 2026.
Westlake Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3123 holding.
NewEdge Advisors first reported a position in Westlake Corp in Q2 2022 and has held it in 16 quarters since.
NewEdge Advisors's Westlake Corp position peaked at $575K in Q2 2022.
358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.