BC
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Barrett & Company’s West Pharmaceutical WST Stock Holding History

Barrett & Company’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 		$37.3K Hold
149
– – 0.01% 325
2025
Q4 		$41K Hold
149
– – 0.01% 320
2025
Q3 		$39.1K Hold
149
– – 0.01% 327
2025
Q2 		$32.6K Hold
149
– – 0.01% 353
2025
Q1 		$33.4K Hold
149
– – 0.01% 315
2024
Q4 		$48.8K Sell
149
-25
-14% -$7.87K 0.02% 272
2024
Q3 		$52.2K Sell
174
-115
-40% -$35.2K 0.02% 253
2024
Q2 		$95.3K Hold
289
– – 0.04% 200
2024
Q1 		$114K Hold
289
– – 0.05% 184
2023
Q4 		$102K Hold
289
– – 0.06% 186
2023
Q3 		$109K Hold
289
– – 0.06% 170
2023
Q2 		$111K Hold
289
– – 0.06% 170
2023
Q1 		$100K Hold
289
– – 0.06% 175
2022
Q4 		$68.1K Hold
289
– – 0.05% 208
2022
Q3 		$68.1K Buy
+289
New +$88K 0.05% 208

Other funds holding WST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
GIM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return