Evergreen Wealth Solutions’s West Pharmaceutical WST Stock Holding History

Evergreen Wealth Solutions’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	$431K	Buy	+1,245	New	+$381K	0.02%	359
2025 Q4	–	Sell	-814	Closed	-$214K	–	229
2025 Q3	$214K	Buy	+814	New	+$198K	0.12%	116
2025 Q1	–	Sell	-795	Closed	-$260K	–	118
2024 Q4	$260K	Hold	795	–	–	0.18%	89
2024 Q3	$239K	Hold	795	–	–	0.16%	96
2024 Q2	$262K	Hold	795	–	–	0.19%	95
2024 Q1	$315K	Hold	795	–	–	0.23%	87
2023 Q4	$280K	Hold	795	–	–	0.24%	92
2023 Q3	$298K	Hold	795	–	–	0.3%	79
2023 Q2	$304K	Hold	795	–	–	0.31%	79
2023 Q1	$275K	Sell	795 -100	-11%	-$29.2K	0.32%	80
2022 Q4	$211K	Sell	895 -115	-11%	-$27.3K	0.28%	87
2022 Q3	$249K	Hold	1,010	–	–	0.35%	80
2022 Q2	$305K	Hold	1,010	–	–	0.37%	85
2022 Q1	$415K	Sell	1,010 -31	-3%	-$12.1K	0.4%	59
2021 Q4	$488K	Buy	+1,041	New	+$448K	0.44%	51

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Evergreen Wealth Solutions's WST Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in West Pharmaceutical (WST) in Q2 2026: 1,245 shares worth $431K. The stake represents 0.02% of the portfolio and ranks #359 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in WST as recently as Q3 2025.

Evergreen Wealth Solutions first reported a position in WST in Q4 2021 and has held it in 15 quarters since. The position peaked at $488K in Q4 2021. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Evergreen Wealth Solutions held 1,245 shares of West Pharmaceutical worth $431K as of Q2 2026.
West Pharmaceutical was a new Evergreen Wealth Solutions position in Q2 2026.
West Pharmaceutical made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #359 holding.
Evergreen Wealth Solutions first reported a position in West Pharmaceutical in Q4 2021 and has held it in 15 quarters since.
Evergreen Wealth Solutions's West Pharmaceutical position peaked at $488K in Q4 2021.
831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.