Creative Planning’s West Pharmaceutical WST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.9M | Buy |
83,372
+3,870
| +5% | +$963K | 0.01% | 424 |
|
|
2025
Q4 | $21.9M | Buy |
79,502
+19,557
| +33% | +$5.35M | 0.02% | 359 |
|
|
2025
Q3 | $15.7M | Buy |
59,945
+7,684
| +15% | +$1.87M | 0.01% | 429 |
|
|
2025
Q2 | $11.4M | Buy |
52,261
+1,713
| +3% | +$366K | 0.01% | 480 |
|
|
2025
Q1 | $11.3M | Buy |
50,548
+482
| +1% | +$133K | 0.01% | 450 |
|
|
2024
Q4 | $16.4M | Sell |
50,066
-305
| -0.6% | -$96K | 0.02% | 333 |
|
|
2024
Q3 | $15.1M | Buy |
50,371
+3,526
| +8% | +$1.08M | 0.02% | 336 |
|
|
2024
Q2 | $15.4M | Buy |
46,845
+659
| +1% | +$233K | 0.02% | 310 |
|
|
2024
Q1 | $18.3M | Buy |
46,186
+1,378
| +3% | +$510K | 0.02% | 283 |
|
|
2023
Q4 | $15.8M | Sell |
44,808
-132
| -0.3% | -$46.7K | 0.03% | 292 |
|
|
2023
Q3 | $16.9M | Buy |
44,940
+41,700
| +1,287% | +$16.1M | 0.02% | 264 |
|
|
2023
Q2 | $1.24M | Buy |
3,240
+568
| +21% | +$203K | ﹤0.01% | 1021 |
|
|
2023
Q1 | $926K | Buy |
2,672
+696
| +35% | +$203K | ﹤0.01% | 1122 |
|
|
2022
Q4 | $465K | Buy |
1,976
+393
| +25% | +$93.1K | ﹤0.01% | 1469 |
|
|
2022
Q3 | $390K | Buy |
1,583
+211
| +15% | +$64.3K | ﹤0.01% | 1488 |
|
|
2022
Q2 | $415K | Buy |
1,372
+495
| +56% | +$161K | ﹤0.01% | 1421 |
|
|
2022
Q1 | $360K | Buy |
877
+152
| +21% | +$59.5K | ﹤0.01% | 1514 |
|
|
2021
Q4 | $340K | Buy |
+725
| New | +$312K | ﹤0.01% | 1536 |
|
|
2021
Q2 | – | Sell |
-3,729
| Closed | -$1.05M | – | 2613 |
|
|
2021
Q1 | $1.05M | Buy |
3,729
+225
| +6% | +$64.4K | ﹤0.01% | 1001 |
|
|
2020
Q4 | $993K | Buy |
3,504
+2,383
| +213% | +$669K | ﹤0.01% | 956 |
|
|
2020
Q3 | $308K | Buy |
+1,121
| New | +$297K | ﹤0.01% | 1408 |
|
|
2017
Q3 | – | Sell |
-302
| Closed | -$29K | – | 3731 |
|
|
2017
Q2 | $29K | Buy |
302
+95
| +46% | +$8.74K | ﹤0.01% | 2920 |
|
|
2017
Q1 | $17K | Sell |
207
-48
| -19% | -$4.01K | ﹤0.01% | 3242 |
|
|
2016
Q4 | $22K | Buy |
255
+69
| +37% | +$5.43K | ﹤0.01% | 3020 |
|
|
2016
Q3 | $14K | Buy |
186
+56
| +43% | +$4.45K | ﹤0.01% | 3289 |
|
|
2016
Q2 | $10K | Sell |
130
-12
| -8% | -$873 | ﹤0.01% | 3259 |
|
|
2016
Q1 | $10K | Hold |
142
| – | – | ﹤0.01% | 3243 |
|
|
2015
Q4 | $9K | Buy |
142
+60
| +73% | +$3.61K | ﹤0.01% | 3374 |
|
|
2015
Q3 | $4K | Buy |
+82
| New | +$4.78K | ﹤0.01% | 3739 |
|
|
2014
Q4 | – | Sell |
-1,371
| Closed | -$61K | – | 4372 |
|
|
2014
Q3 | $61K | Buy |
1,371
+123
| +10% | +$5.23K | ﹤0.01% | 1792 |
|
|
2014
Q2 | $53K | Buy |
+1,248
| New | +$53.4K | ﹤0.01% | 1851 |
|
Other funds holding WST
VCM
VPM
GIM
Creative Planning's WST Position: Q1 2026 in Review
Creative Planning increased its West Pharmaceutical (WST) stake by 4.9% in Q1 2026, buying an estimated $963K and bringing the position to 83,372 shares worth $20.9M. The position accounts for 0.01% of the portfolio, ranked #424.
Creative Planning first reported a position in WST in Q2 2014 and has held it in 31 quarters since. The position peaked at $21.9M in Q4 2025. 753 funds tracked by Wall St. Rank hold WST as of Q1 2026.
- Creative Planning held 83,372 shares of West Pharmaceutical worth $20.9M as of Q1 2026.
- Creative Planning bought 3,870 West Pharmaceutical shares in Q1 2026, an estimated $963K.
- West Pharmaceutical made up 0.01% of Creative Planning's portfolio in Q1 2026, its #424 holding.
- Creative Planning first reported a position in West Pharmaceutical in Q2 2014 and has held it in 31 quarters since.
- Creative Planning's West Pharmaceutical position peaked at $21.9M in Q4 2025.
- 753 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.