Blue Zone Wealth Advisors
WST icon

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
Q3 		$9.26M Sell
24,970
-869
-3% -$307K 1.46% 16
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% +$100K 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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Blue Zone Wealth Advisors's WST Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its West Pharmaceutical (WST) stake by 3.4% in Q3 2026, selling an estimated $307K and leaving 24,970 shares worth $9.26M. The position accounts for 1.46% of the portfolio, ranked #16.

Blue Zone Wealth Advisors first reported a position in WST in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.28M in Q2 2026. 399 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • Blue Zone Wealth Advisors held 24,970 shares of West Pharmaceutical worth $9.26M as of Q3 2026.
  • Blue Zone Wealth Advisors sold 869 West Pharmaceutical shares in Q3 2026, an estimated $307K.
  • West Pharmaceutical made up 1.46% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #16 holding.
  • Blue Zone Wealth Advisors first reported a position in West Pharmaceutical in Q1 2024 and has held it in 11 quarters since.
  • Blue Zone Wealth Advisors's West Pharmaceutical position peaked at $9.28M in Q2 2026.
  • 399 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.