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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
Q2 		$9.28M Sell
25,839
-3,229
-11% -$987K 1.62% 15
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 $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

Blue Zone Wealth Advisors's WST Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its West Pharmaceutical (WST) stake by 11% in Q2 2026, selling an estimated $987K and leaving 25,839 shares worth $9.28M. The position accounts for 1.62% of the portfolio, ranked #15.

Blue Zone Wealth Advisors first reported a position in WST in Q1 2024 and has held it in 10 quarters since. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Blue Zone Wealth Advisors held 25,839 shares of West Pharmaceutical worth $9.28M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 3,229 West Pharmaceutical shares in Q2 2026, an estimated $987K.
  • West Pharmaceutical made up 1.62% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Blue Zone Wealth Advisors first reported a position in West Pharmaceutical in Q1 2024 and has held it in 10 quarters since.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.