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AE Wealth Management’s West Pharmaceutical WST Stock Holding History

AE Wealth Management’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 		$449K Buy
1,251
+109
+10% +$33.3K ﹤0.01% 1276
2026
Q1 		$286K Buy
+1,142
New +$284K ﹤0.01% 1406
2024
Q1 		– Sell
-1,232
Closed -$445K – 2007
2023
Q4 		$445K Sell
1,232
-247
-17% -$87.4K ﹤0.01% 1509
2023
Q3 		$555K Buy
1,479
+101
+7% +$39.1K ﹤0.01% 1326
2023
Q2 		$527K Buy
1,378
+159
+13% +$56.8K ﹤0.01% 1368
2023
Q1 		$422K Buy
1,219
+41
+3% +$12K ﹤0.01% 1420
2022
Q4 		$277K Buy
1,178
+16
+1% +$3.79K ﹤0.01% 1535
2022
Q3 		$286K Buy
1,162
+43
+4% +$13.1K ﹤0.01% 1489
2022
Q2 		$338K Sell
1,119
-64
-5% -$20.8K ﹤0.01% 1391
2022
Q1 		$486K Sell
1,183
-52
-4% -$20.4K ﹤0.01% 1245
2021
Q4 		$579K Sell
1,235
-16
-1% -$6.89K ﹤0.01% 1194
2021
Q3 		$531K Buy
+1,251
New +$527K ﹤0.01% 1152
2021
Q1 		– Sell
-860
Closed -$244K – 1579
2020
Q4 		$244K Buy
860
+69
+9% +$19.4K ﹤0.01% 1214
2020
Q3 		$217K Buy
+791
New +$209K ﹤0.01% 1153

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AE Wealth Management's WST Position: Q2 2026 in Review

AE Wealth Management increased its West Pharmaceutical (WST) stake by 9.5% in Q2 2026, buying an estimated $33.3K and bringing the position to 1,251 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

AE Wealth Management first reported a position in WST in Q3 2020 and has held it in 14 quarters since. The position peaked at $579K in Q4 2021. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • AE Wealth Management held 1,251 shares of West Pharmaceutical worth $449K as of Q2 2026.
  • AE Wealth Management bought 109 West Pharmaceutical shares in Q2 2026, an estimated $33.3K.
  • West Pharmaceutical made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1276 holding.
  • AE Wealth Management first reported a position in West Pharmaceutical in Q3 2020 and has held it in 14 quarters since.
  • AE Wealth Management's West Pharmaceutical position peaked at $579K in Q4 2021.
  • 834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.