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Dakota Wealth Management’s West Pharmaceutical WST Stock Holding History

Dakota Wealth Management’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
2025
Q3 		– Sell
-2,843
Closed -$622K – 800
2025
Q2 		$622K Buy
2,843
+4
+0.1% +$855 0.01% 477
2025
Q1 		$636K Buy
2,839
+776
+38% +$214K 0.01% 469
2024
Q4 		$676K Sell
2,063
-109
-5% -$34.3K 0.02% 442
2024
Q3 		$652K Buy
2,172
+141
+7% +$43.2K 0.01% 456
2024
Q2 		$669K Buy
2,031
+156
+8% +$55.1K 0.02% 451
2024
Q1 		$742K Buy
1,875
+84
+5% +$31.1K 0.02% 428
2023
Q4 		$631K Buy
1,791
+24
+1% +$8.49K 0.02% 385
2023
Q3 		$663K Sell
1,767
-16
-0.9% -$6.19K 0.03% 349
2023
Q2 		$682K Sell
1,783
-135
-7% -$48.2K 0.03% 321
2023
Q1 		$665K Buy
1,918
+96
+5% +$28.1K 0.04% 301
2022
Q4 		$429K Buy
1,822
+175
+11% +$41.5K 0.03% 381
2022
Q3 		$406K Buy
1,647
+237
+17% +$72.2K 0.03% 378
2022
Q2 		$426K Buy
+1,410
New +$459K 0.04% 310

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Dakota Wealth Management's WST Position: Q3 2025 in Review

Dakota Wealth Management sold out of West Pharmaceutical (WST) in Q3 2025, closing a stake of 2,843 shares — an estimated $622K sold.

Dakota Wealth Management first reported a position in WST in Q2 2022 and held it in 13 quarters. The position peaked at $742K in Q1 2024. 756 funds tracked by Wall St. Rank hold WST as of Q3 2025.

  • Dakota Wealth Management reported no remaining West Pharmaceutical position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,843 West Pharmaceutical shares in Q3 2025, an estimated $622K.
  • Dakota Wealth Management first reported a position in West Pharmaceutical in Q2 2022 and held it in 13 quarters.
  • Dakota Wealth Management's West Pharmaceutical position peaked at $742K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.