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Endowment Wealth Management’s West Pharmaceutical WST Stock Holding History

Endowment 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 		$4.75M Buy
13,241
+10
+0.1% +$3.06K 1.84% 15
2026
Q1 		$3.32M Buy
13,231
+12
+0.1% +$2.99K 1.47% 20
2025
Q4 		$3.64M Buy
13,219
+11
+0.1% +$3.01K 1.67% 15
2025
Q3 		$3.46M Buy
13,208
+12
+0.1% +$2.92K 1.57% 17
2025
Q2 		$2.89M Buy
13,196
+13
+0.1% +$2.78K 1.49% 16
2025
Q1 		$2.95M Sell
13,183
-967
-7% -$267K 1.9% 12
2024
Q4 		$4.63M Buy
14,150
+10
+0.1% +$3.15K 3.11% 5
2024
Q3 		$4.24M Buy
14,140
+10
+0.1% +$3.06K 2.79% 8
2024
Q2 		$4.65M Buy
14,130
+7
+0% +$2.47K 3.39% 5
2024
Q1 		$5.59M Buy
14,123
+8
+0.1% +$2.96K 4.18% 5
2023
Q4 		$4.97M Buy
14,115
+8
+0.1% +$2.83K 4.13% 3
2023
Q3 		$5.29M Buy
14,107
+7
+0% +$2.71K 4.75% 3
2023
Q2 		$5.39M Buy
14,100
+8
+0.1% +$2.86K 4.94% 3
2023
Q1 		$4.88M Sell
14,092
-1,564
-10% -$457K 4.91% 3
2022
Q4 		$3.68M Buy
15,656
+12
+0.1% +$2.84K 4.06% 4
2022
Q3 		$3.85M Buy
15,644
+8
+0.1% +$2.44K 4.67% 4
2022
Q2 		$4.73M Buy
15,636
+9
+0.1% +$2.93K 5.7% 3
2022
Q1 		$6.42M Buy
15,627
+52
+0.3% +$20.4K 6.75% 2
2021
Q4 		$7.3M Buy
+15,575
New +$6.7M 7.39% 2

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 $3.37T AUM 44.26% 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

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

Endowment Wealth Management increased its West Pharmaceutical (WST) stake by 0.08% in Q2 2026, buying an estimated $3.06K and bringing the position to 13,241 shares worth $4.75M. The position accounts for 1.84% of the portfolio, ranked #15.

Endowment Wealth Management first reported a position in WST in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.3M in Q4 2021. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Endowment Wealth Management held 13,241 shares of West Pharmaceutical worth $4.75M as of Q2 2026.
  • Endowment Wealth Management bought 10 West Pharmaceutical shares in Q2 2026, an estimated $3.06K.
  • West Pharmaceutical made up 1.84% of Endowment Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Endowment Wealth Management first reported a position in West Pharmaceutical in Q4 2021 and has held it in 19 quarters since.
  • Endowment Wealth Management's West Pharmaceutical position peaked at $7.3M in Q4 2021.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

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