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Cornerstone Planning Group’s West Pharmaceutical WST Stock Holding History

Cornerstone Planning Group’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 		$37.3K Sell
104
-1
-1% -$306 ﹤0.01% 477
2026
Q1 		$32.2K Buy
105
+50
+91% +$12.4K ﹤0.01% 524
2025
Q4 		$13K Sell
55
-2
-4% -$547 ﹤0.01% 718
2025
Q3 		$601 Sell
57
-24
-30% -$5.83K ﹤0.01% 1435
2025
Q2 		$19.3K Sell
81
-22
-21% -$4.7K ﹤0.01% 426
2025
Q1 		$22.5K Sell
103
-7
-6% -$1.93K 0.01% 388
2024
Q4 		$38K Buy
110
+40
+57% +$12.6K 0.01% 217
2024
Q3 		$22.3K Sell
70
-2
-3% -$612 0.01% 286
2024
Q2 		$21.7K Sell
72
-58
-45% -$20.5K 0.01% 301
2024
Q1 		$47.5K Sell
130
-35
-21% -$12.9K 0.01% 179
2023
Q4 		$58.1K Hold
165
– – 0.02% 166
2023
Q3 		$61.9K Sell
165
-5
-3% -$1.93K 0.02% 155
2023
Q2 		$65K Buy
+170
New +$60.7K 0.03% 201
2022
Q4 		$61.1K Buy
+240
New +$56.9K 0.03% 235

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

Cornerstone Planning Group's WST Position: Q2 2026 in Review

Cornerstone Planning Group reduced its West Pharmaceutical (WST) stake by 0.95% in Q2 2026, selling an estimated $306 and leaving 104 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Cornerstone Planning Group first reported a position in WST in Q4 2022 and has held it in 14 quarters since. The position peaked at $65K in Q2 2023. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Cornerstone Planning Group held 104 shares of West Pharmaceutical worth $37.3K as of Q2 2026.
  • Cornerstone Planning Group sold 1 West Pharmaceutical share in Q2 2026, an estimated $306.
  • West Pharmaceutical made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #477 holding.
  • Cornerstone Planning Group first reported a position in West Pharmaceutical in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's West Pharmaceutical position peaked at $65K in Q2 2023.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.