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Dogwood Wealth Management’s West Pharmaceutical WST Stock Holding History

Dogwood 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 		$718 Hold
2
– – ﹤0.01% 795
2026
Q1 		$501 Sell
2
-3
-60% -$746 ﹤0.01% 803
2025
Q4 		$1.38K Hold
5
– – ﹤0.01% 610
2025
Q3 		$1.31K Buy
+5
New +$1.22K ﹤0.01% 577
2024
Q3 		– Hold
0
– – – 523
2024
Q2 		– Hold
0
– – – 549
2024
Q1 		– Hold
0
– – – 444
2023
Q4 		– Hold
0
– – – 433

Other funds holding WST

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Dogwood Wealth Management held its West Pharmaceutical (WST) position steady in Q2 2026 at 2 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Dogwood Wealth Management first reported a position in WST in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.38K in Q4 2025. 136 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Dogwood Wealth Management held 2 shares of West Pharmaceutical worth $718 as of Q2 2026.
  • Dogwood Wealth Management left its West Pharmaceutical share count unchanged in Q2 2026.
  • West Pharmaceutical made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #795 holding.
  • Dogwood Wealth Management first reported a position in West Pharmaceutical in Q3 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's West Pharmaceutical position peaked at $1.38K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.