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Steward Partners Investment Advisory’s Westlake Corp WLK Stock Holding History

Steward Partners Investment 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
Q1 		$1.17K Sell
10
-14
-58% -$1.36K ﹤0.01% 4166
2025
Q4 		$1.77K Sell
24
-37
-61% -$2.63K ﹤0.01% 3989
2025
Q3 		$4.71K Buy
61
+22
+56% +$1.83K ﹤0.01% 3674
2025
Q2 		$2.96K Hold
39
– – ﹤0.01% 3644
2025
Q1 		$3.9K Sell
39
-22
-36% -$2.44K ﹤0.01% 3460
2024
Q4 		$6.99K Sell
61
-49
-45% -$6.38K ﹤0.01% 3244
2024
Q3 		$16.5K Sell
110
-15
-12% -$2.16K ﹤0.01% 2738
2024
Q2 		$18.1K Hold
125
– – ﹤0.01% 2580
2024
Q1 		$19.1K Sell
125
-34
-21% -$4.79K ﹤0.01% 2541
2023
Q4 		$22.3K Hold
159
– – ﹤0.01% 2349
2023
Q3 		$19.8K Hold
159
– – ﹤0.01% 2314
2023
Q2 		$19K Hold
159
– – ﹤0.01% 2316
2023
Q1 		$18.4K Hold
159
– – ﹤0.01% 2277
2022
Q4 		$16.3K Sell
159
-36
-18% -$3.63K ﹤0.01% 2341
2022
Q3 		$17K Sell
195
-79
-29% -$7.58K ﹤0.01% 2309
2022
Q2 		$27K Sell
274
-14
-5% -$1.72K ﹤0.01% 2099
2022
Q1 		$36K Buy
+288
New +$31.4K ﹤0.01% 2090
2018
Q4 		– Sell
-4,140
Closed -$344K – 2165
2018
Q3 		$344K Sell
4,140
-2,381
-37% -$233K 0.02% 586
2018
Q2 		$702K Buy
6,521
+221
+4% +$24.8K 0.04% 384
2018
Q1 		$700K Buy
6,300
+1,962
+45% +$218K 0.05% 342
2017
Q4 		$462K Buy
+4,338
New +$402K 0.04% 378

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's WLK Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Westlake Corp (WLK) stake by 58% in Q1 2026, selling an estimated $1.36K and leaving 10 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #4166.

Steward Partners Investment Advisory first reported a position in WLK in Q4 2017 and has held it in 21 quarters since. The position peaked at $702K in Q2 2018. 336 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

  • Steward Partners Investment Advisory held 10 shares of Westlake Corp worth $1.17K as of Q1 2026.
  • Steward Partners Investment Advisory sold 14 Westlake Corp shares in Q1 2026, an estimated $1.36K.
  • Westlake Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4166 holding.
  • Steward Partners Investment Advisory first reported a position in Westlake Corp in Q4 2017 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Westlake Corp position peaked at $702K in Q2 2018.
  • 336 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.