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Caerus Investment Advisors’s West Pharmaceutical WST Stock Holding History

Caerus Investment 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 		– Sell
-1,035
Closed -$285K – 380
2025
Q4 		$285K Buy
1,035
+60
+6% +$16.4K 0.09% 234
2025
Q3 		$256K Buy
+975
New +$237K 0.1% 223

Other funds holding WST

BlackRock
BlackRock New York $5.72T 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 $62.3B 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

Caerus Investment Advisors's WST Position: Q1 2026 in Review

Caerus Investment Advisors sold out of West Pharmaceutical (WST) in Q1 2026, closing a stake of 1,035 shares — an estimated $285K sold.

Caerus Investment Advisors first reported a position in WST in Q3 2025 and held it in 2 quarters. The position peaked at $285K in Q4 2025. 754 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • Caerus Investment Advisors reported no remaining West Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,035 West Pharmaceutical shares in Q1 2026, an estimated $285K.
  • Caerus Investment Advisors first reported a position in West Pharmaceutical in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's West Pharmaceutical position peaked at $285K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.