Pathstone Holdings
WLK icon

Pathstone Holdings’s Westlake Corp WLK Stock Holding History

Pathstone Holdings’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 		$579K Buy
4,960
+311
+7% +$30.2K ﹤0.01% 1682
2025
Q4 		$344K Sell
4,649
-4,355
-48% -$310K ﹤0.01% 1906
2025
Q3 		$694K Buy
9,004
+2
+0% +$167 ﹤0.01% 1604
2025
Q2 		$684K Buy
9,002
+2,112
+31% +$173K ﹤0.01% 1575
2025
Q1 		$689K Sell
6,890
-97
-1% -$10.7K ﹤0.01% 1557
2024
Q4 		$801K Buy
6,987
+159
+2% +$20.7K ﹤0.01% 1480
2024
Q3 		$1.03M Buy
6,828
+1
+0% +$144 ﹤0.01% 1355
2024
Q2 		$989K Buy
6,827
+303
+5% +$46.5K ﹤0.01% 1335
2024
Q1 		$997K Buy
6,524
+4,029
+161% +$567K ﹤0.01% 1283
2023
Q4 		$349K Buy
+2,495
New +$317K ﹤0.01% 1724

Other funds holding WLK

OAG
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
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