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Summit Wealth Group (Colorado)’s Westlake Corp WLK Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-9,993
Closed -$713K – 487
2025
Q3 		$713K Buy
+9,993
New +$833K 0.11% 118

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WLK Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Westlake Corp (WLK) in Q4 2025, closing a stake of 9,993 shares — an estimated $713K sold.

Summit Wealth Group (Colorado) first reported a position in WLK in Q3 2025 and held it in 1 quarter. The position peaked at $713K in Q3 2025. 297 funds tracked by Wall St. Rank hold WLK as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Westlake Corp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 9,993 Westlake Corp shares in Q4 2025, an estimated $713K.
  • Summit Wealth Group (Colorado) first reported a position in Westlake Corp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Westlake Corp position peaked at $713K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.