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Twin Peaks Wealth Advisors’s Westlake Corp WLK Stock Holding History

Twin Peaks Wealth 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 		– Sell
-4
Closed -$467 – 2215
2026
Q1 		$467 Buy
+4
New +$388 ﹤0.01% 2042
2025
Q3 		– Sell
-7
Closed -$554 – 2142
2025
Q2 		$554 Buy
+7
New +$573 ﹤0.01% 1894

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Vanguard Portfolio Management
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BIP
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
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State Street
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Twin Peaks Wealth Advisors's WLK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Westlake Corp (WLK) in Q2 2026, closing a stake of 4 shares — an estimated $467 sold.

Twin Peaks Wealth Advisors first reported a position in WLK in Q2 2025 and held it in 2 quarters. The position peaked at $554 in Q2 2025. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Westlake Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 4 Westlake Corp shares in Q2 2026, an estimated $467.
  • Twin Peaks Wealth Advisors first reported a position in Westlake Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Westlake Corp position peaked at $554 in Q2 2025.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.