SageView Advisory Group’s Westlake Corp WLK Stock Holding History

SageView Advisory 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 Q1	–	Sell	-40	Closed	-$2.96K	–	2432
2025 Q4	$2.96K	Buy	+40	New	+$2.85K	﹤0.01%	2130

Other funds holding WLK

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's WLK Position: Q1 2026 in Review

SageView Advisory Group sold out of Westlake Corp (WLK) in Q1 2026, closing a stake of 40 shares — an estimated $2.96K sold.

SageView Advisory Group first reported a position in WLK in Q4 2025 and held it in 1 quarter. The position peaked at $2.96K in Q4 2025. 339 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

SageView Advisory Group reported no remaining Westlake Corp position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 40 Westlake Corp shares in Q1 2026, an estimated $2.96K.
SageView Advisory Group first reported a position in Westlake Corp in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Westlake Corp position peaked at $2.96K in Q4 2025.
339 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.