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Clearstead Advisors’s West Pharmaceutical WST Stock Holding History

Clearstead 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
Q2 		$1.03M Buy
2,857
+24
+0.8% +$7.34K 0.01% 544
2026
Q1 		$710K Sell
2,833
-918
-24% -$228K 0.01% 624
2025
Q4 		$1.03M Buy
3,751
+422
+13% +$115K 0.01% 466
2025
Q3 		$873K Buy
3,329
+405
+14% +$98.4K 0.01% 495
2025
Q2 		$640K Buy
2,924
+164
+6% +$35.1K 0.01% 546
2025
Q1 		$618K Buy
2,760
+52
+2% +$14.3K 0.01% 527
2024
Q4 		$887K Sell
2,708
-137
-5% -$43.1K 0.01% 436
2024
Q3 		$854K Sell
2,845
-244
-8% -$74.7K 0.01% 449
2024
Q2 		$1.02M Buy
3,089
+3,059
+10,197% +$1.08M 0.02% 392
2024
Q1 		$10.7K Sell
30
-4
-12% -$1.48K ﹤0.01% 1047
2023
Q4 		$12K Buy
34
+28
+467% +$9.91K ﹤0.01% 1030
2023
Q3 		$2.25K Hold
6
– – ﹤0.01% 1226
2023
Q2 		$2.29K Hold
6
– – ﹤0.01% 1122
2023
Q1 		$2.08K Buy
+6
New +$1.75K ﹤0.01% 1130
2021
Q3 		– Sell
-5
Closed -$2K – 1410
2021
Q2 		$2K Buy
+5
New +$1.65K ﹤0.01% 1099

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 $3.37T AUM 44.26% 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

Clearstead Advisors's WST Position: Q2 2026 in Review

Clearstead Advisors increased its West Pharmaceutical (WST) stake by 0.85% in Q2 2026, buying an estimated $7.34K and bringing the position to 2,857 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #544.

Clearstead Advisors first reported a position in WST in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2025. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Clearstead Advisors held 2,857 shares of West Pharmaceutical worth $1.03M as of Q2 2026.
  • Clearstead Advisors bought 24 West Pharmaceutical shares in Q2 2026, an estimated $7.34K.
  • West Pharmaceutical made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #544 holding.
  • Clearstead Advisors first reported a position in West Pharmaceutical in Q2 2021 and has held it in 15 quarters since.
  • Clearstead Advisors's West Pharmaceutical position peaked at $1.03M in Q4 2025.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.