Covestor’s West Pharmaceutical WST Stock Holding History

Covestor’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	$29K	Sell	116 -87	-43%	-$21.6K	0.02%	972
2025 Q4	$56K	Sell	203 -41	-17%	-$11.2K	0.03%	870
2025 Q3	$64K	Sell	244 -1	-0.4%	-$243	0.04%	794
2025 Q2	$54K	Buy	245 +1	+0.4%	+$214	0.03%	869
2025 Q1	$55K	Sell	244 -40	-14%	-$11K	0.04%	810
2024 Q4	$93K	Sell	284 -36	-11%	-$11.3K	0.06%	577
2024 Q3	$96K	Buy	320 +40	+14%	+$12.3K	0.06%	544
2024 Q2	$92K	Buy	280 +231	+471%	+$81.6K	0.06%	546
2024 Q1	$20K	Sell	49 -152	-76%	-$56.2K	0.01%	1227
2023 Q4	$71K	Sell	201 -17	-8%	-$6.02K	0.05%	697
2023 Q3	$82K	Sell	218 -2	-0.9%	-$773	0.06%	540
2023 Q2	$84K	Sell	220 -105	-32%	-$37.5K	0.06%	541
2023 Q1	$113K	Sell	325 -98	-23%	-$28.6K	0.1%	316
2022 Q4	$100K	Buy	423 +42	+11%	+$9.95K	0.08%	392
2022 Q3	$94K	Buy	381 +184	+93%	+$56.1K	0.08%	390
2022 Q2	$60K	Sell	197 -61	-24%	-$19.8K	0.05%	677
2022 Q1	$106K	Buy	258 +107	+71%	+$41.9K	0.07%	472
2021 Q4	$71K	Buy	+151	New	+$65K	0.1%	336

Other funds holding WST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return