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Cape Investment Advisory’s West Pharmaceutical WST Stock Holding History

Cape Investment Advisory’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 		$6.46K Buy
+18
New +$5.5K ﹤0.01% 964
2025
Q1 		– Sell
-1
Closed -$328 – 1200
2024
Q4 		$328 Buy
+1
New +$315 ﹤0.01% 1033

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's WST Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in West Pharmaceutical (WST) in Q2 2026: 18 shares worth $6.46K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in WST as recently as Q4 2024.

Cape Investment Advisory first reported a position in WST in Q4 2024 and has held it in 2 quarters since. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Cape Investment Advisory held 18 shares of West Pharmaceutical worth $6.46K as of Q2 2026.
  • West Pharmaceutical was a new Cape Investment Advisory position in Q2 2026.
  • West Pharmaceutical made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #964 holding.
  • Cape Investment Advisory first reported a position in West Pharmaceutical in Q4 2024 and has held it in 2 quarters since.
  • 834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.