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Pinnacle Wealth Planning Services’s Westlake Corp WLK Stock Holding History

Pinnacle Wealth Planning 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 		$5.84K Buy
80
+22
+38% +$2.15K ﹤0.01% 2255
2026
Q1 		$6.78K Hold
58
– – ﹤0.01% 2159
2025
Q4 		$4.29K Buy
+58
New +$4.13K ﹤0.01% 2323
2021
Q1 		– Sell
-32
Closed -$3K – 1952
2020
Q4 		$3K Buy
+32
New +$2.39K ﹤0.01% 1874

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's WLK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Westlake Corp (WLK) stake by 38% in Q2 2026, buying an estimated $2.15K and bringing the position to 80 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

Pinnacle Wealth Planning Services first reported a position in WLK in Q4 2020 and has held it in 4 quarters since. The position peaked at $6.78K in Q1 2026. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 80 shares of Westlake Corp worth $5.84K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 22 Westlake Corp shares in Q2 2026, an estimated $2.15K.
  • Westlake Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2255 holding.
  • Pinnacle Wealth Planning Services first reported a position in Westlake Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Westlake Corp position peaked at $6.78K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.