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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's WST Position: Q1 2026 in Review

Concurrent Investment Advisors increased its West Pharmaceutical (WST) stake by 43% in Q1 2026, buying an estimated $118K and bringing the position to 1,576 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Concurrent Investment Advisors first reported a position in WST in Q4 2023 and has held it in 4 quarters since. 753 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • Concurrent Investment Advisors held 1,576 shares of West Pharmaceutical worth $395K as of Q1 2026.
  • Concurrent Investment Advisors bought 474 West Pharmaceutical shares in Q1 2026, an estimated $118K.
  • West Pharmaceutical made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1333 holding.
  • Concurrent Investment Advisors first reported a position in West Pharmaceutical in Q4 2023 and has held it in 4 quarters since.
  • 753 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.