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Concurrent Investment Advisors’s West Pharmaceutical WST Stock Holding History

Concurrent Investment 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 		$623K Buy
1,736
+160
+10% +$48.9K 0.01% 1281
2026
Q1 		$395K Buy
1,576
+474
+43% +$118K ﹤0.01% 1333
2025
Q4 		$303K Buy
1,102
+311
+39% +$85.1K ﹤0.01% 1390
2025
Q3 		$208K Buy
+791
New +$192K ﹤0.01% 1343
2024
Q1 		– Sell
-820
Closed -$289K – 1011
2023
Q4 		$289K Buy
+820
New +$290K 0.01% 666

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

Concurrent Investment Advisors's WST Position: Q2 2026 in Review

Concurrent Investment Advisors increased its West Pharmaceutical (WST) stake by 10% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,736 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #1281.

Concurrent Investment Advisors first reported a position in WST in Q4 2023 and has held it in 5 quarters since. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Concurrent Investment Advisors held 1,736 shares of West Pharmaceutical worth $623K as of Q2 2026.
  • Concurrent Investment Advisors bought 160 West Pharmaceutical shares in Q2 2026, an estimated $48.9K.
  • West Pharmaceutical made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1281 holding.
  • Concurrent Investment Advisors first reported a position in West Pharmaceutical in Q4 2023 and has held it in 5 quarters since.
  • 834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.