Peterson Wealth Services’s Westlake Corp WLK Stock Holding History

Peterson Wealth Services’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	$1.68K	Hold	23	–	–	﹤0.01%	232
2026 Q1	$2.69K	Hold	23	–	–	﹤0.01%	197
2025 Q4	$1.7K	Sell	23 -1,812	-99%	-$129K	﹤0.01%	206
2025 Q3	$1.77K	Buy	1,835 +1,812	+7,878%	+$151K	﹤0.01%	204
2025 Q2	$1.75K	Sell	23 -6,555	-100%	-$536K	﹤0.01%	197
2025 Q1	$658K	Buy	6,578 +178	+3%	+$19.7K	0.2%	70
2024 Q4	$734K	Buy	6,400 +484	+8%	+$63K	0.22%	80
2024 Q3	$889K	Buy	5,916 +744	+14%	+$107K	0.28%	70
2024 Q2	$749K	Buy	5,172 +573	+12%	+$88K	0.26%	75
2024 Q1	$703K	Buy	4,599 +3,083	+203%	+$434K	0.26%	72
2023 Q4	$212K	Buy	+1,516	New	+$192K	0.09%	98

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

Peterson Wealth Services's WLK Position: Q2 2026 in Review

Peterson Wealth Services held its Westlake Corp (WLK) position steady in Q2 2026 at 23 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Peterson Wealth Services first reported a position in WLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $889K in Q3 2024. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

Peterson Wealth Services held 23 shares of Westlake Corp worth $1.68K as of Q2 2026.
Peterson Wealth Services left its Westlake Corp share count unchanged in Q2 2026.
Westlake Corp made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #232 holding.
Peterson Wealth Services first reported a position in Westlake Corp in Q4 2023 and has held it in 11 quarters since.
Peterson Wealth Services's Westlake Corp position peaked at $889K in Q3 2024.
358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.