Dakota Wealth Management
WST icon

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
2026
Q3 		$12.8M Buy
34,453
+1,885
+6% +$665K 0.24% 89
2026
Q2 		$11.7M Buy
+32,568
New +$10M 0.22% 101
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $39B AUM 34.13% 1-Year Est. Return

Dakota Wealth Management's WST Position: Q3 2026 in Review

Dakota Wealth Management increased its West Pharmaceutical (WST) stake by 5.8% in Q3 2026, buying an estimated $665K and bringing the position to 34,453 shares worth $12.8M. The position accounts for 0.24% of the portfolio, ranked #89.

Dakota Wealth Management first reported a position in WST in Q2 2022 and has held it in 15 quarters since. 634 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • Dakota Wealth Management held 34,453 shares of West Pharmaceutical worth $12.8M as of Q3 2026.
  • Dakota Wealth Management bought 1,885 West Pharmaceutical shares in Q3 2026, an estimated $665K.
  • West Pharmaceutical made up 0.24% of Dakota Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Dakota Wealth Management first reported a position in West Pharmaceutical in Q2 2022 and has held it in 15 quarters since.
  • 634 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.