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Congress Wealth Management’s West Pharmaceutical WST Stock Holding History

Congress 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
2025
Q2 		$349K Sell
1,592
-30,683
-95% -$6.56M ﹤0.01% 1022
2025
Q1 		$7.23M Sell
32,275
-4,681
-13% -$1.29M 0.09% 264
2024
Q4 		$12.1M Sell
36,956
-1,893
-5% -$596K 0.17% 175
2024
Q3 		$11.7M Buy
38,849
+52
+0.1% +$15.9K 0.16% 191
2024
Q2 		$12.8M Buy
38,797
+727
+2% +$257K 0.2% 142
2024
Q1 		$15.1M Buy
38,070
+255
+0.7% +$94.3K 0.26% 112
2023
Q4 		$13.3M Buy
37,815
+385
+1% +$136K 0.24% 118
2023
Q3 		$14M Buy
37,430
+385
+1% +$149K 0.29% 84
2023
Q2 		$14.2M Sell
37,045
-253
-0.7% -$90.4K 0.33% 75
2023
Q1 		$12.9M Buy
37,298
+2,627
+8% +$768K 0.31% 83
2022
Q4 		$8.16M Sell
34,671
-1,424
-4% -$337K 0.21% 141
2022
Q3 		$8.88M Buy
36,095
+1,501
+4% +$457K 0.24% 129
2022
Q2 		$10.5M Sell
34,594
-266
-0.8% -$86.6K 0.27% 99
2022
Q1 		$14.3M Sell
34,860
-2,571
-7% -$1.01M 0.31% 82
2021
Q4 		$17.6M Buy
+37,431
New +$16.1M 0.35% 72

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Congress Wealth Management's WST Position: Q2 2025 in Review

Congress Wealth Management reduced its West Pharmaceutical (WST) stake by 95% in Q2 2025, selling an estimated $6.56M and leaving 1,592 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Congress Wealth Management first reported a position in WST in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.6M in Q4 2021. 730 funds tracked by Wall St. Rank hold WST as of Q2 2025.

  • Congress Wealth Management held 1,592 shares of West Pharmaceutical worth $349K as of Q2 2025.
  • Congress Wealth Management sold 30,683 West Pharmaceutical shares in Q2 2025, an estimated $6.56M.
  • West Pharmaceutical made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1022 holding.
  • Congress Wealth Management first reported a position in West Pharmaceutical in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's West Pharmaceutical position peaked at $17.6M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.