Action Point Financial Planning’s West Pharmaceutical WST Stock Holding History

Action Point Financial Planning’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 Q2	$24.4K	Buy	+71	New	+$21.7K	﹤0.01%	1058

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Action Point Financial Planning's WST Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in West Pharmaceutical (WST) in Q2 2026: 71 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings.

827 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Action Point Financial Planning held 71 shares of West Pharmaceutical worth $24.4K as of Q2 2026.
West Pharmaceutical was a new Action Point Financial Planning position in Q2 2026.
West Pharmaceutical made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1058 holding.
827 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.