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Birchwood Financial Partners’s West Pharmaceutical WST Stock Holding History

Birchwood Financial Partners’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 		$16.2K Sell
45
-1
-2% -$306 0.01% 246
2026
Q1 		$11.5K Hold
46
– – 0.01% 268
2025
Q4 		$12.7K Buy
+46
New +$12.6K 0.01% 262

Other funds holding WST

BlackRock
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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

Birchwood Financial Partners's WST Position: Q2 2026 in Review

Birchwood Financial Partners reduced its West Pharmaceutical (WST) stake by 2.2% in Q2 2026, selling an estimated $306 and leaving 45 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #246.

Birchwood Financial Partners first reported a position in WST in Q4 2025 and has held it in 3 quarters since. 829 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Birchwood Financial Partners held 45 shares of West Pharmaceutical worth $16.2K as of Q2 2026.
  • Birchwood Financial Partners sold 1 West Pharmaceutical share in Q2 2026, an estimated $306.
  • West Pharmaceutical made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #246 holding.
  • Birchwood Financial Partners first reported a position in West Pharmaceutical in Q4 2025 and has held it in 3 quarters since.
  • 829 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.