Brendel Financial Advisors’s West Pharmaceutical WST Stock Holding History

Brendel Financial 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	$4.27M	Buy	+11,891	New	+$3.64M	1.98%	23
2026 Q1	–	Sell	-13,599	Closed	-$3.74M	–	125
2025 Q4	$3.74M	Buy	+13,599	New	+$3.72M	1.84%	24
2024 Q1	–	Sell	-7,516	Closed	-$2.65M	–	97
2023 Q4	$2.65M	Buy	+7,516	New	+$2.66M	1.73%	25
2023 Q2	–	Sell	-5,192	Closed	-$1.8M	–	92
2023 Q1	$1.8M	Buy	+5,192	New	+$1.52M	1.33%	33
2022 Q1	–	Sell	-489	Closed	-$229K	–	136
2021 Q4	$229K	Buy	+489	New	+$210K	0.12%	100

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Brendel Financial Advisors's WST Position: Q2 2026 in Review

Brendel Financial Advisors opened a new position in West Pharmaceutical (WST) in Q2 2026: 11,891 shares worth $4.27M. The stake represents 1.98% of the portfolio and ranks #23 among its holdings. This is a return to the name: Brendel Financial Advisors previously reported a position in WST as recently as Q4 2025.

Brendel Financial Advisors first reported a position in WST in Q4 2021 and has held it in 5 quarters since. 830 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Brendel Financial Advisors held 11,891 shares of West Pharmaceutical worth $4.27M as of Q2 2026.
West Pharmaceutical was a new Brendel Financial Advisors position in Q2 2026.
West Pharmaceutical made up 1.98% of Brendel Financial Advisors's portfolio in Q2 2026, its #23 holding.
Brendel Financial Advisors first reported a position in West Pharmaceutical in Q4 2021 and has held it in 5 quarters since.
830 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.