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Beacon Investment Advisory Services’s West Pharmaceutical WST Stock Holding History

Beacon Investment Advisory Services’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 		$8.26K Sell
23
-126
-85% -$38.5K ﹤0.01% 638
2026
Q1 		$37.3K Buy
+149
New +$37.1K ﹤0.01% 476
2025
Q2 		– Sell
-1,333
Closed -$298K – 261
2025
Q1 		$298K Sell
1,333
-1,660
-55% -$458K 0.01% 203
2024
Q4 		$980K Sell
2,993
-2,138
-42% -$673K 0.04% 133
2024
Q3 		$1.54M Sell
5,131
-1,690
-25% -$518K 0.06% 127
2024
Q2 		$2.25M Sell
6,821
-437
-6% -$154K 0.1% 113
2024
Q1 		$2.87M Sell
7,258
-163
-2% -$60.3K 0.12% 107
2023
Q4 		$2.61M Sell
7,421
-727
-9% -$257K 0.12% 110
2023
Q3 		$3.06M Sell
8,148
-166
-2% -$64.2K 0.15% 103
2023
Q2 		$3.18M Sell
8,314
-435
-5% -$155K 0.15% 105
2023
Q1 		$3.03M Sell
8,749
-1,099
-11% -$321K 0.15% 110
2022
Q4 		$2.32M Sell
9,848
-577
-6% -$137K 0.12% 116
2022
Q3 		$2.56M Buy
10,425
+2,092
+25% +$637K 0.14% 108
2022
Q2 		$2.52M Buy
8,333
+2,376
+40% +$773K 0.13% 115
2022
Q1 		$2.45M Buy
5,957
+480
+9% +$188K 0.1% 123
2021
Q4 		$2.57M Buy
5,477
+493
+10% +$212K 0.1% 125
2021
Q3 		$2.12M Buy
4,984
+234
+5% +$98.6K 0.09% 131
2021
Q2 		$1.71M Sell
4,750
-44
-0.9% -$14.5K 0.07% 140
2021
Q1 		$1.35M Buy
4,794
+271
+6% +$77.6K 0.06% 147
2020
Q4 		$1.28M Sell
4,523
-161
-3% -$45.2K 0.06% 141
2020
Q3 		$1.29M Buy
4,684
+125
+3% +$33.1K 0.07% 136
2020
Q2 		$1.04M Buy
4,559
+104
+2% +$20.4K 0.06% 141
2020
Q1 		$678K Buy
+4,455
New +$686K 0.05% 148

Other funds holding WST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Beacon Investment Advisory Services's WST Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its West Pharmaceutical (WST) stake by 85% in Q2 2026, selling an estimated $38.5K and leaving 23 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Beacon Investment Advisory Services first reported a position in WST in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.18M in Q2 2023. 830 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Beacon Investment Advisory Services held 23 shares of West Pharmaceutical worth $8.26K as of Q2 2026.
  • Beacon Investment Advisory Services sold 126 West Pharmaceutical shares in Q2 2026, an estimated $38.5K.
  • West Pharmaceutical made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #638 holding.
  • Beacon Investment Advisory Services first reported a position in West Pharmaceutical in Q1 2020 and has held it in 23 quarters since.
  • Beacon Investment Advisory Services's West Pharmaceutical position peaked at $3.18M in Q2 2023.
  • 830 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.