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Valued Wealth Advisors’s Westlake Corp WLK Stock Holding History

Valued 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 		$76 Hold
1
– – ﹤0.01% 904
2026
Q1 		$121 Hold
1
– – ﹤0.01% 726
2025
Q4 		$76 Hold
1
– – ﹤0.01% 625
2025
Q3 		$79 Hold
1
– – ﹤0.01% 603
2025
Q2 		$77 Sell
1
-3
-75% -$245 ﹤0.01% 609
2025
Q1 		$401 Hold
4
– – ﹤0.01% 573
2024
Q4 		$459 Hold
4
– – ﹤0.01% 556
2024
Q3 		$602 Hold
4
– – ﹤0.01% 519
2024
Q2 		$580 Hold
4
– – ﹤0.01% 490
2024
Q1 		$612 Buy
+4
New +$563 ﹤0.01% 483

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Valued Wealth Advisors's WLK Position: Q2 2026 in Review

Valued Wealth Advisors held its Westlake Corp (WLK) position steady in Q2 2026 at 1 share worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Valued Wealth Advisors first reported a position in WLK in Q1 2024 and has held it in 10 quarters since. The position peaked at $612 in Q1 2024. 358 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Valued Wealth Advisors held 1 share of Westlake Corp worth $76 as of Q2 2026.
  • Valued Wealth Advisors left its Westlake Corp share count unchanged in Q2 2026.
  • Westlake Corp made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #904 holding.
  • Valued Wealth Advisors first reported a position in Westlake Corp in Q1 2024 and has held it in 10 quarters since.
  • Valued Wealth Advisors's Westlake Corp position peaked at $612 in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.