Private Wealth Management Group’s Westlake Corp WLK Stock Holding History

Private Wealth Management Group’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	$5.77K	Buy	79 +43	+119%	+$4.2K	﹤0.01%	793
2026 Q1	$4.21K	Hold	36	–	–	﹤0.01%	838
2025 Q4	$2.66K	Sell	36 -127	-78%	-$9.04K	﹤0.01%	986
2025 Q3	$12.6K	Buy	163 +21	+15%	+$1.75K	﹤0.01%	447
2025 Q2	$10.8K	Buy	142 +79	+125%	+$6.46K	﹤0.01%	465
2025 Q1	$6.3K	Sell	63 -26	-29%	-$2.88K	﹤0.01%	630
2024 Q4	$10.2K	Buy	89 +38	+75%	+$4.95K	﹤0.01%	463
2024 Q3	$7.67K	Hold	51	–	–	﹤0.01%	551
2024 Q2	$7.39K	Hold	51	–	–	﹤0.01%	547
2024 Q1	$7.79K	Hold	51	–	–	﹤0.01%	481
2023 Q4	$7.14K	Buy	+51	New	+$6.47K	﹤0.01%	495

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

Private Wealth Management Group's WLK Position: Q2 2026 in Review

Private Wealth Management Group increased its Westlake Corp (WLK) stake by 119% in Q2 2026, buying an estimated $4.2K and bringing the position to 79 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Private Wealth Management Group first reported a position in WLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6K in Q3 2025. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

Private Wealth Management Group held 79 shares of Westlake Corp worth $5.77K as of Q2 2026.
Private Wealth Management Group bought 43 Westlake Corp shares in Q2 2026, an estimated $4.2K.
Westlake Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #793 holding.
Private Wealth Management Group first reported a position in Westlake Corp in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Westlake Corp position peaked at $12.6K in Q3 2025.
358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.