CFS Investment Advisory Services’s West Pharmaceutical WST Stock Holding History

CFS Investment Advisory Services’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 Q2	–	Sell	-923	Closed	-$207K	–	341
2025 Q1	$207K	Sell	923 -538	-37%	-$148K	0.02%	301
2024 Q4	$479K	Sell	1,461 -146	-9%	-$45.9K	0.04%	216
2024 Q3	$482K	Sell	1,607 -55	-3%	-$16.8K	0.04%	207
2024 Q2	$547K	Buy	+1,662	New	+$587K	0.04%	178
2023 Q3	–	Sell	-1,388	Closed	-$531K	–	258
2023 Q2	$531K	Buy	+1,388	New	+$496K	0.07%	156
2022 Q3	–	Sell	-2,410	Closed	-$729K	–	368
2022 Q2	$729K	Sell	2,410 -1,547,199	-100%	-$503M	0.11%	144
2022 Q1	$4K	Buy	1,549,609 +1,546,156	+44,777%	+$605M	0.02%	229
2021 Q4	$1.36M	Sell	3,453 -219	-6%	-$94.3K	0.18%	118
2021 Q3	$1.56M	Buy	+3,672	New	+$1.55M	0.21%	112

Other funds holding WST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

CFS Investment Advisory Services's WST Position: Q2 2025 in Review

CFS Investment Advisory Services sold out of West Pharmaceutical (WST) in Q2 2025, closing a stake of 923 shares — an estimated $207K sold.

CFS Investment Advisory Services first reported a position in WST in Q3 2021 and held it in 9 quarters. The position peaked at $1.56M in Q3 2021. 730 funds tracked by Wall St. Rank hold WST as of Q2 2025.

CFS Investment Advisory Services reported no remaining West Pharmaceutical position as of Q2 2025 after selling out during the quarter.
CFS Investment Advisory Services sold 923 West Pharmaceutical shares in Q2 2025, an estimated $207K.
CFS Investment Advisory Services first reported a position in West Pharmaceutical in Q3 2021 and held it in 9 quarters.
CFS Investment Advisory Services's West Pharmaceutical position peaked at $1.56M in Q3 2021.
730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2025.

Based on CFS Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.