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Aventura Private Wealth’s West Pharmaceutical WST Stock Holding History

Aventura Private Wealth’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
-1
Closed -$275 – 944
2025
Q4 		$275 Buy
+1
New +$274 ﹤0.01% 822

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State Street
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Artisan Partners
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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
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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

Aventura Private Wealth's WST Position: Q1 2026 in Review

Aventura Private Wealth sold out of West Pharmaceutical (WST) in Q1 2026, closing a stake of 1 share — an estimated $275 sold.

Aventura Private Wealth first reported a position in WST in Q4 2025 and held it in 1 quarter. The position peaked at $275 in Q4 2025. 755 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • Aventura Private Wealth reported no remaining West Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • Aventura Private Wealth sold 1 West Pharmaceutical share in Q1 2026, an estimated $275.
  • Aventura Private Wealth first reported a position in West Pharmaceutical in Q4 2025 and held it in 1 quarter.
  • Aventura Private Wealth's West Pharmaceutical position peaked at $275 in Q4 2025.
  • 755 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Aventura Private Wealth's 13F filing for Q1 2026, filed 6 May 2026.