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Principia Wealth Advisory’s Westlake Corp WLK Stock Holding History

Principia Wealth Advisory’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 		$584 Hold
8
– – ﹤0.01% 865
2026
Q1 		$935 Hold
8
– – ﹤0.01% 722
2025
Q4 		$592 Hold
8
– – ﹤0.01% 792
2025
Q3 		$616 Hold
8
– – ﹤0.01% 756
2025
Q2 		$607 Buy
8
+1
+14% +$82 ﹤0.01% 692
2025
Q1 		$656 Buy
7
+4
+133% +$443 ﹤0.01% 507
2024
Q4 		$344 Buy
+3
New +$390 ﹤0.01% 649

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

Principia Wealth Advisory's WLK Position: Q2 2026 in Review

Principia Wealth Advisory held its Westlake Corp (WLK) position steady in Q2 2026 at 8 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Principia Wealth Advisory first reported a position in WLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $935 in Q1 2026. 359 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Principia Wealth Advisory held 8 shares of Westlake Corp worth $584 as of Q2 2026.
  • Principia Wealth Advisory left its Westlake Corp share count unchanged in Q2 2026.
  • Westlake Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #865 holding.
  • Principia Wealth Advisory first reported a position in Westlake Corp in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Westlake Corp position peaked at $935 in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.