CFO
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CVA Family Office’s West Pharmaceutical WST Stock Holding History

CVA Family Office’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 		$64.4K Buy
257
+40
+18% +$9.95K 0.01% 545
2025
Q4 		$59.7K Sell
217
-2
-0.9% -$547 0.01% 528
2025
Q3 		$57.5K Buy
219
+17
+8% +$4.13K 0.01% 528
2025
Q2 		$44.2K Buy
202
+172
+573% +$36.8K 0.01% 566
2025
Q1 		$6.72K Sell
30
-36
-55% -$9.92K ﹤0.01% 861
2024
Q4 		$21.6K Buy
66
+54
+450% +$17K ﹤0.01% 662
2024
Q3 		$3.6K Sell
12
-12
-50% -$3.67K ﹤0.01% 893
2024
Q2 		$7.91K Buy
24
+3
+14% +$1.06K ﹤0.01% 772
2024
Q1 		$8.31K Buy
21
+1
+5% +$370 ﹤0.01% 768
2023
Q4 		$7.04K Buy
+20
New +$7.08K ﹤0.01% 772
2023
Q3 		– Sell
-25
Closed -$9.56K – 964
2023
Q2 		$9.56K Buy
25
+5
+25% +$1.79K ﹤0.01% 727
2023
Q1 		$6.93K Buy
+20
New +$5.84K ﹤0.01% 734
2022
Q4 		– Sell
-45
Closed -$11K – 1015
2022
Q3 		$11K Sell
45
-25
-36% -$7.62K ﹤0.01% 618
2022
Q2 		$21K Buy
70
+25
+56% +$8.13K 0.01% 535
2022
Q1 		$18K Hold
45
– – ﹤0.01% 589
2021
Q4 		$21K Buy
+45
New +$19.4K 0.01% 522
2021
Q3 		– Sell
-63
Closed -$23K – 896
2021
Q2 		$23K Buy
63
+18
+40% +$5.95K 0.01% 506
2021
Q1 		$13K Buy
+45
New +$12.9K ﹤0.01% 493

Other funds holding WST

BlackRock
BlackRock New York $5.7T 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 $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
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