Cypress Advisory Group’s West Pharmaceutical WST Stock Holding History

Cypress Advisory 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	$1.8M	Sell	5,016 -500	-9%	-$153K	1.4%	16
2026 Q1	$1.38M	Sell	5,516 -10	-0.2%	-$2.49K	1.05%	28
2025 Q4	$1.52M	Hold	5,526	–	–	1.12%	26
2025 Q3	$1.45M	Hold	5,526	–	–	1.07%	29
2025 Q2	$1.21M	Buy	5,526 +2,041	+59%	+$436K	0.94%	34
2025 Q1	$780K	Buy	+3,485	New	+$960K	0.71%	38

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cypress Advisory Group's WST Position: Q2 2026 in Review

Cypress Advisory Group reduced its West Pharmaceutical (WST) stake by 9.1% in Q2 2026, selling an estimated $153K and leaving 5,016 shares worth $1.8M. The position accounts for 1.4% of the portfolio, ranked #16.

Cypress Advisory Group first reported a position in WST in Q1 2025 and has held it in 6 quarters since. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Cypress Advisory Group held 5,016 shares of West Pharmaceutical worth $1.8M as of Q2 2026.
Cypress Advisory Group sold 500 West Pharmaceutical shares in Q2 2026, an estimated $153K.
West Pharmaceutical made up 1.4% of Cypress Advisory Group's portfolio in Q2 2026, its #16 holding.
Cypress Advisory Group first reported a position in West Pharmaceutical in Q1 2025 and has held it in 6 quarters since.
831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.