Avion Wealth’s West Pharmaceutical WST Stock Holding History

Avion 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	$1K	Sell	7 -4	-36%	-$995	﹤0.01%	1175
2025 Q4	$3K	Hold	11	–	–	﹤0.01%	825
2025 Q3	$2K	Buy	11 +6	+120%	+$1.46K	﹤0.01%	924
2025 Q2	$1K	Sell	5 -8	-62%	-$1.71K	﹤0.01%	1098
2025 Q1	$4K	Hold	13	–	–	﹤0.01%	614
2024 Q4	$4K	Buy	13 +9	+225%	+$2.83K	﹤0.01%	612
2024 Q3	$1K	Sell	4 -2	-33%	-$612	﹤0.01%	929
2024 Q2	$1K	Buy	6 +1	+20%	+$353	﹤0.01%	844
2024 Q1	$2K	Sell	5 -1	-17%	-$370	﹤0.01%	800
2023 Q4	$2K	Sell	6 -4	-40%	-$1.42K	﹤0.01%	641
2023 Q3	$3K	Buy	10 +4	+67%	+$1.55K	﹤0.01%	443
2023 Q2	$1K	Buy	+6	New	+$2.14K	﹤0.01%	669

Other funds holding WST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return