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Blue Zone Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Blue Zone Wealth 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 		$7.29M Sell
29,068
-180
-0.6% -$44.8K 1.48% 19
2025
Q4 		$8.05M Buy
29,248
+365
+1% +$99.8K 1.54% 21
2025
Q3 		$7.58M Buy
28,883
+523
+2% +$127K 1.51% 24
2025
Q2 		$6.21M Buy
28,360
+745
+3% +$159K 1.55% 28
2025
Q1 		$6.18M Buy
27,615
+10,571
+62% +$2.91M 1.72% 25
2024
Q4 		$5.58M Buy
17,044
+506
+3% +$159K 1.61% 23
2024
Q3 		$4.96M Buy
16,538
+6,579
+66% +$2.01M 1.54% 28
2024
Q2 		$3.28M Buy
9,959
+252
+3% +$89.1K 1.13% 45
2024
Q1 		$3.84M Buy
+9,707
New +$3.59M 1.32% 37

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