BWM
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Baron Wealth Management’s West Pharmaceutical WST Stock Holding History

Baron 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 		$421K Buy
1,174
+20
+2% +$6.12K 0.11% 134
2026
Q1 		$289K Sell
1,154
-20
-2% -$4.98K 0.09% 190
2025
Q4 		$323K Sell
1,174
-2
-0.2% -$547 0.1% 163
2025
Q3 		$309K Sell
1,176
-422
-26% -$103K 0.1% 153
2025
Q2 		$350K Sell
1,598
-259
-14% -$55.4K 0.12% 126
2025
Q1 		$416K Sell
1,857
-69
-4% -$19K 0.18% 89
2024
Q4 		$631K Buy
1,926
+35
+2% +$11K 0.3% 52
2024
Q3 		$568K Buy
1,891
+132
+8% +$40.4K 0.27% 55
2024
Q2 		$579K Sell
1,759
-11
-0.6% -$3.89K 0.3% 49
2024
Q1 		$700K Hold
1,770
– – 0.37% 38
2023
Q4 		$623K Hold
1,770
– – 0.34% 44
2023
Q3 		$664K Buy
1,770
+24
+1% +$9.28K 0.42% 30
2023
Q2 		$668K Buy
1,746
+7
+0.4% +$2.5K 0.42% 30
2023
Q1 		$603K Hold
1,739
– – 0.43% 32
2022
Q4 		$409K Buy
+1,739
New +$412K 0.31% 57

Other funds holding WST

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM