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Avantax Advisory Services’s West Pharmaceutical WST Stock Holding History

Avantax 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
2025
Q2 		$1.62M Sell
7,406
-230
-3% -$49.2K 0.01% 906
2025
Q1 		$1.71M Buy
7,636
+1,168
+18% +$322K 0.01% 825
2024
Q4 		$2.12M Sell
6,468
-338
-5% -$106K 0.01% 687
2024
Q3 		$2.04M Buy
6,806
+529
+8% +$162K 0.01% 686
2024
Q2 		$2.07M Buy
6,277
+5,370
+592% +$1.9M 0.01% 652
2024
Q1 		$359K Buy
907
+90
+11% +$33.3K ﹤0.01% 1204
2023
Q4 		$288K Buy
+817
New +$289K ﹤0.01% 1255
2023
Q2 		– Sell
-2,037
Closed -$706K – 1580
2023
Q1 		$706K Buy
2,037
+794
+64% +$232K 0.01% 784
2022
Q4 		$292K Buy
+1,243
New +$295K ﹤0.01% 1120

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Avantax Advisory Services's WST Position: Q2 2025 in Review

Avantax Advisory Services reduced its West Pharmaceutical (WST) stake by 3% in Q2 2025, selling an estimated $49.2K and leaving 7,406 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #906.

Avantax Advisory Services first reported a position in WST in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.12M in Q4 2024. 731 funds tracked by Wall St. Rank hold WST as of Q2 2025.

  • Avantax Advisory Services held 7,406 shares of West Pharmaceutical worth $1.62M as of Q2 2025.
  • Avantax Advisory Services sold 230 West Pharmaceutical shares in Q2 2025, an estimated $49.2K.
  • West Pharmaceutical made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #906 holding.
  • Avantax Advisory Services first reported a position in West Pharmaceutical in Q4 2022 and has held it in 9 quarters since.
  • Avantax Advisory Services's West Pharmaceutical position peaked at $2.12M in Q4 2024.
  • 731 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.