Burt Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Burt 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
2025 Q3	$4.75M	Sell	18,109 -954	-5%	-$232K	1.17%	19
2025 Q2	$4.17M	Buy	+19,063	New	+$4.08M	0.95%	21
2021 Q1	–	Sell	-5	Closed	-$1K	–	372
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	382
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	387
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	397
2020 Q1	$1K	Sell	5 -4,123	-100%	-$635K	﹤0.01%	395
2019 Q4	$621K	Hold	4,128	–	–	0.24%	37
2019 Q3	$585K	Hold	4,128	–	–	0.24%	35
2019 Q2	$517K	Hold	4,128	–	–	0.23%	39
2019 Q1	$455K	Hold	4,128	–	–	0.21%	42
2018 Q4	$405K	Hold	4,128	–	–	0.19%	53
2018 Q3	$510K	Hold	4,128	–	–	0.23%	38
2018 Q2	$410K	Buy	4,128 +2,196	+114%	+$202K	0.2%	45
2018 Q1	$171K	Hold	1,932	–	–	0.09%	86
2017 Q4	$191K	Hold	1,932	–	–	0.12%	76
2017 Q3	$186K	Hold	1,932	–	–	0.12%	72
2017 Q2	$182K	Hold	1,932	–	–	0.13%	73
2017 Q1	$158K	Buy	1,932 +1,927	+38,540%	+$161K	0.11%	75
2016 Q4	$1K	Hold	5	–	–	﹤0.01%	384
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	386
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	396
2016 Q1	$1K	Hold	5	–	–	﹤0.01%	571
2015 Q4	$1K	Buy	+5	New	+$301	﹤0.01%	508

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Burt Wealth Advisors's WST Position: Q3 2025 in Review

Burt Wealth Advisors reduced its West Pharmaceutical (WST) stake by 5% in Q3 2025, selling an estimated $232K and leaving 18,109 shares worth $4.75M. The position accounts for 1.17% of the portfolio, ranked #19.

Burt Wealth Advisors first reported a position in WST in Q4 2015 and has held it in 23 quarters since. 758 funds tracked by Wall St. Rank hold WST as of Q3 2025.

Burt Wealth Advisors held 18,109 shares of West Pharmaceutical worth $4.75M as of Q3 2025.
Burt Wealth Advisors sold 954 West Pharmaceutical shares in Q3 2025, an estimated $232K.
West Pharmaceutical made up 1.17% of Burt Wealth Advisors's portfolio in Q3 2025, its #19 holding.
Burt Wealth Advisors first reported a position in West Pharmaceutical in Q4 2015 and has held it in 23 quarters since.
758 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.