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Diversify Wealth Management’s West Pharmaceutical WST Stock Holding History

Diversify 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
Q2 		$295K Buy
891
+58
+7% +$17.7K ﹤0.01% 1060
2026
Q1 		$246K Buy
+833
New +$207K ﹤0.01% 1028
2025
Q1 		– Sell
-1,060
Closed -$352K – 555
2024
Q4 		$352K Sell
1,060
-33
-3% -$10.4K 0.03% 412
2024
Q3 		$313K Sell
1,093
-72
-6% -$22.1K 0.03% 390
2024
Q2 		$351K Buy
+1,165
New +$412K 0.04% 330

Other funds holding WST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Diversify Wealth Management's WST Position: Q2 2026 in Review

Diversify Wealth Management increased its West Pharmaceutical (WST) stake by 7% in Q2 2026, buying an estimated $17.7K and bringing the position to 891 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Diversify Wealth Management first reported a position in WST in Q2 2024 and has held it in 5 quarters since. The position peaked at $352K in Q4 2024. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Diversify Wealth Management held 891 shares of West Pharmaceutical worth $295K as of Q2 2026.
  • Diversify Wealth Management bought 58 West Pharmaceutical shares in Q2 2026, an estimated $17.7K.
  • West Pharmaceutical made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1060 holding.
  • Diversify Wealth Management first reported a position in West Pharmaceutical in Q2 2024 and has held it in 5 quarters since.
  • Diversify Wealth Management's West Pharmaceutical position peaked at $352K in Q4 2024.
  • 834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.