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Advisor OS’s West Pharmaceutical WST Stock Holding History

Advisor OS’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
Q1 		– Sell
-2,177
Closed -$599K – 638
2025
Q4 		$599K Sell
2,177
-297
-12% -$81.2K 0.05% 257
2025
Q3 		$649K Sell
2,474
-345
-12% -$83.8K 0.06% 215
2025
Q2 		$617K Sell
2,819
-18
-0.6% -$3.85K 0.06% 220
2025
Q1 		$635K Buy
2,837
+559
+25% +$154K 0.07% 194
2024
Q4 		$746K Sell
2,278
-569
-20% -$179K 0.09% 157
2024
Q3 		$855K Sell
2,847
-171
-6% -$52.4K 0.09% 180
2024
Q2 		$994K Buy
3,018
+221
+8% +$78.1K 0.11% 163
2024
Q1 		$1.11M Buy
2,797
+453
+19% +$168K 0.13% 149
2023
Q4 		$825K Sell
2,344
-628
-21% -$222K 0.11% 166
2023
Q3 		$1.12M Buy
2,972
+114
+4% +$44.1K 0.17% 116
2023
Q2 		$1.09M Buy
2,858
+29
+1% +$10.4K 0.18% 113
2023
Q1 		$980K Buy
2,829
+114
+4% +$33.3K 0.24% 109
2022
Q4 		$639K Buy
2,715
+488
+22% +$116K 0.17% 133
2022
Q3 		$549K Sell
2,227
-440
-16% -$134K 0.17% 123
2022
Q2 		$806K Sell
2,667
-407
-13% -$132K 0.24% 100
2022
Q1 		$1.26M Sell
3,074
-1,851
-38% -$725K 0.37% 63
2021
Q4 		$2.31M Buy
4,925
+220
+5% +$94.7K 0.47% 58
2021
Q3 		$2M Sell
4,705
-193
-4% -$81.4K 0.43% 52
2021
Q2 		$1.76M Buy
4,898
+433
+10% +$143K 0.37% 51
2021
Q1 		$1.26M Buy
4,465
+586
+15% +$168K 0.29% 65
2020
Q4 		$1.1M Buy
3,879
+1,214
+46% +$341K 0.29% 49
2020
Q3 		$733K Buy
2,665
+1,693
+174% +$448K 0.31% 38
2020
Q2 		$221K Buy
+972
New +$191K 0.13% 121

Other funds holding WST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's WST Position: Q1 2026 in Review

Advisor OS sold out of West Pharmaceutical (WST) in Q1 2026, closing a stake of 2,177 shares — an estimated $599K sold.

Advisor OS first reported a position in WST in Q2 2020 and held it in 23 quarters. The position peaked at $2.31M in Q4 2021. 755 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • Advisor OS reported no remaining West Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 2,177 West Pharmaceutical shares in Q1 2026, an estimated $599K.
  • Advisor OS first reported a position in West Pharmaceutical in Q2 2020 and held it in 23 quarters.
  • Advisor OS's West Pharmaceutical position peaked at $2.31M in Q4 2021.
  • 755 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.