Cassaday & Co Wealth Management
WST icon

Cassaday & Co Wealth Management’s West Pharmaceutical WST Stock Holding History

Cassaday & Co Wealth Management’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
Q3 		– Sell
-1
Closed -$359 – 1479
2026
Q2 		$359 Hold
1
– – ﹤0.01% 1165
2026
Q1 		$251 Buy
+1
New +$249 ﹤0.01% 1247

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Cassaday & Co Wealth Management's WST Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of West Pharmaceutical (WST) in Q3 2026, closing a stake of 1 share — an estimated $359 sold.

Cassaday & Co Wealth Management first reported a position in WST in Q1 2026 and held it in 2 quarters. The position peaked at $359 in Q2 2026. 716 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining West Pharmaceutical position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 1 West Pharmaceutical share in Q3 2026, an estimated $359.
  • Cassaday & Co Wealth Management first reported a position in West Pharmaceutical in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's West Pharmaceutical position peaked at $359 in Q2 2026.
  • 716 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.