Beacon Pointe Advisors’s West Pharmaceutical WST Stock Holding History

Beacon Pointe Advisors’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	$621K	Buy	2,477 +1,641	+196%	+$408K	﹤0.01%	1199
2025 Q4	$230K	Sell	836 -125	-13%	-$34.2K	﹤0.01%	1378
2025 Q3	$252K	Buy	+961	New	+$234K	﹤0.01%	1242
2022 Q2	–	Sell	-7,325	Closed	-$3.01M	–	1232
2022 Q1	$3.01M	Buy	7,325 +6,637	+965%	+$2.6M	0.04%	362
2021 Q4	$323K	Buy	+688	New	+$296K	0.01%	705
2021 Q3	–	Sell	-918	Closed	-$330K	–	978
2021 Q2	$330K	Buy	+918	New	+$303K	0.01%	634

Other funds holding WST

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

Beacon Pointe Advisors's WST Position: Q1 2026 in Review

Beacon Pointe Advisors increased its West Pharmaceutical (WST) stake by 196% in Q1 2026, buying an estimated $408K and bringing the position to 2,477 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Beacon Pointe Advisors first reported a position in WST in Q2 2021 and has held it in 6 quarters since. The position peaked at $3.01M in Q1 2022. 753 funds tracked by Wall St. Rank hold WST as of Q1 2026.

Beacon Pointe Advisors held 2,477 shares of West Pharmaceutical worth $621K as of Q1 2026.
Beacon Pointe Advisors bought 1,641 West Pharmaceutical shares in Q1 2026, an estimated $408K.
West Pharmaceutical made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1199 holding.
Beacon Pointe Advisors first reported a position in West Pharmaceutical in Q2 2021 and has held it in 6 quarters since.
Beacon Pointe Advisors's West Pharmaceutical position peaked at $3.01M in Q1 2022.
753 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.