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Carolinas Wealth Consulting’s West Pharmaceutical WST Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-1
Closed -$328 – 1099
2024
Q4 		$328 Buy
+1
New +$315 ﹤0.01% 1039
2024
Q3 		– Sell
-2
Closed -$659 – 1102
2024
Q2 		$659 Hold
2
– – ﹤0.01% 968
2024
Q1 		$791 Buy
2
+1
+100% +$370 ﹤0.01% 930
2023
Q4 		$352 Hold
1
– – ﹤0.01% 961
2023
Q3 		$318 Sell
1
-4
-80% -$1.55K ﹤0.01% 981
2023
Q2 		$1.91K Hold
5
– – ﹤0.01% 820
2023
Q1 		$1.73K Buy
+5
New +$1.46K ﹤0.01% 829

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carolinas Wealth Consulting's WST Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of West Pharmaceutical (WST) in Q1 2025, closing a stake of 1 share — an estimated $328 sold.

Carolinas Wealth Consulting first reported a position in WST in Q1 2023 and held it in 7 quarters. The position peaked at $1.91K in Q2 2023. 714 funds tracked by Wall St. Rank hold WST as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining West Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 West Pharmaceutical share in Q1 2025, an estimated $328.
  • Carolinas Wealth Consulting first reported a position in West Pharmaceutical in Q1 2023 and held it in 7 quarters.
  • Carolinas Wealth Consulting's West Pharmaceutical position peaked at $1.91K in Q2 2023.
  • 714 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.