Superior Planning, LLC’s West Pharmaceutical WST Stock Holding History

Superior Planning, LLC’s Portfolio WST Stock Details WST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.04K	Buy	+19	New	+$6.71K	﹤0.01%	1068

Other funds holding WST

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $39B AUM 34.13% 1-Year Est. Return

Superior Planning, LLC's WST Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in West Pharmaceutical (WST) in Q3 2026: 19 shares worth $7.04K. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings.

606 funds tracked by Wall St. Rank hold WST as of Q3 2026.

Superior Planning, LLC held 19 shares of West Pharmaceutical worth $7.04K as of Q3 2026.
West Pharmaceutical was a new Superior Planning, LLC position in Q3 2026.
West Pharmaceutical made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1068 holding.
606 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.