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Annex Advisory Services’s West Pharmaceutical WST Stock Holding History

Annex Advisory Services’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 		– Sell
-1,514
Closed -$380K – 400
2026
Q1 		$380K Sell
1,514
-121,444
-99% -$30.2M 0.01% 280
2025
Q4 		$33.8M Buy
122,958
+9,800
+9% +$2.68M 0.65% 50
2025
Q3 		$29.7M Buy
113,158
+44,028
+64% +$10.7M 0.63% 47
2025
Q2 		$15.1M Buy
69,130
+9,264
+15% +$1.98M 0.36% 58
2025
Q1 		$13.4M Buy
59,866
+11,218
+23% +$3.09M 0.38% 59
2024
Q4 		$15.9M Buy
48,648
+12,568
+35% +$3.96M 0.48% 48
2024
Q3 		$10.8M Buy
36,080
+10,900
+43% +$3.34M 0.35% 59
2024
Q2 		$8.29M Buy
25,180
+4,186
+20% +$1.48M 0.29% 59
2024
Q1 		$8.31M Sell
20,994
-10,555
-33% -$3.9M 0.3% 57
2023
Q4 		$11.1M Buy
31,549
+6,169
+24% +$2.18M 0.46% 47
2023
Q3 		$9.52M Buy
25,380
+6,558
+35% +$2.54M 0.58% 45
2023
Q2 		$7.2M Sell
18,822
-863
-4% -$308K 0.4% 50
2023
Q1 		$6.82M Buy
19,685
+10,883
+124% +$3.18M 0.37% 45
2022
Q4 		$2.07M Buy
+8,802
New +$2.09M 0.12% 89

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 $3.37T 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
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

Annex Advisory Services's WST Position: Q2 2026 in Review

Annex Advisory Services sold out of West Pharmaceutical (WST) in Q2 2026, closing a stake of 1,514 shares — an estimated $380K sold.

Annex Advisory Services first reported a position in WST in Q4 2022 and held it in 14 quarters. The position peaked at $33.8M in Q4 2025. 830 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Annex Advisory Services reported no remaining West Pharmaceutical position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 1,514 West Pharmaceutical shares in Q2 2026, an estimated $380K.
  • Annex Advisory Services first reported a position in West Pharmaceutical in Q4 2022 and held it in 14 quarters.
  • Annex Advisory Services's West Pharmaceutical position peaked at $33.8M in Q4 2025.
  • 830 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.