Transamerica Financial Advisors’s Westlake Corp WLK Stock Holding History

Transamerica Financial Advisors’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	$80K	Sell	1,095 -205	-16%	-$20K	0.01%	628
2026 Q1	$152K	Buy	1,300 +495	+61%	+$48K	0.01%	436
2025 Q4	$59.5K	Buy	805 +219	+37%	+$15.6K	0.01%	519
2025 Q3	$45.1K	Buy	586 +148	+34%	+$12.3K	﹤0.01%	494
2025 Q2	$33.2K	Sell	438 -1	-0.2%	-$82	﹤0.01%	320
2025 Q1	$44K	Buy	439 +50	+13%	+$5.54K	﹤0.01%	314
2024 Q4	$45K	Buy	389 +367	+1,668%	+$47.8K	﹤0.01%	318
2024 Q3	$4K	Buy	+22	New	+$3.17K	﹤0.01%	366

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

Transamerica Financial Advisors's WLK Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Westlake Corp (WLK) stake by 16% in Q2 2026, selling an estimated $20K and leaving 1,095 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #628.

Transamerica Financial Advisors first reported a position in WLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $152K in Q1 2026. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

Transamerica Financial Advisors held 1,095 shares of Westlake Corp worth $80K as of Q2 2026.
Transamerica Financial Advisors sold 205 Westlake Corp shares in Q2 2026, an estimated $20K.
Westlake Corp made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #628 holding.
Transamerica Financial Advisors first reported a position in Westlake Corp in Q3 2024 and has held it in 8 quarters since.
Transamerica Financial Advisors's Westlake Corp position peaked at $152K in Q1 2026.
358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.