Avior Wealth Management’s West Pharmaceutical WST Stock Holding History

Avior 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	$621K	Hold	1,729	–	–	0.02%	464
2026 Q1	$433K	Sell	1,729 -1	-0.1%	-$249	0.01%	566
2025 Q4	$476K	Hold	1,730	–	–	0.01%	475
2025 Q3	$454K	Buy	+1,730	New	+$420K	0.01%	473
2025 Q1	–	Sell	-622	Closed	-$204K	–	2351
2024 Q4	$204K	Sell	622 -85	-12%	-$26.8K	0.01%	695
2024 Q3	$212K	Hold	707	–	–	0.01%	678
2024 Q2	$233K	Sell	707 -242	-26%	-$85.5K	0.01%	637
2024 Q1	$376K	Buy	949 +851	+868%	+$315K	0.02%	523
2023 Q4	$34.5K	Sell	98 -1,844	-95%	-$653K	﹤0.01%	797
2023 Q3	$729K	Buy	1,942 +1,780	+1,099%	+$688K	0.05%	249
2023 Q2	$62K	Buy	162 +14	+9%	+$5K	﹤0.01%	718
2023 Q1	$51.3K	Buy	+148	New	+$43.2K	﹤0.01%	762
2022 Q1	–	Sell	-13	Closed	-$6K	–	1253
2021 Q4	$6K	Buy	13 +10	+333%	+$4.3K	﹤0.01%	872
2021 Q3	$1K	Buy	+3	New	+$1.26K	﹤0.01%	1036

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Avior Wealth Management held its West Pharmaceutical (WST) position steady in Q2 2026 at 1,729 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #464.

Avior Wealth Management first reported a position in WST in Q3 2021 and has held it in 14 quarters since. The position peaked at $729K in Q3 2023. 830 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Avior Wealth Management held 1,729 shares of West Pharmaceutical worth $621K as of Q2 2026.
Avior Wealth Management left its West Pharmaceutical share count unchanged in Q2 2026.
West Pharmaceutical made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #464 holding.
Avior Wealth Management first reported a position in West Pharmaceutical in Q3 2021 and has held it in 14 quarters since.
Avior Wealth Management's West Pharmaceutical position peaked at $729K in Q3 2023.
830 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.