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EverSource Wealth Advisors’s West Pharmaceutical WST Stock Holding History

EverSource Wealth Advisors’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 		$184K Sell
511
-119
-19% -$36.4K 0.01% 1042
2026
Q1 		$158K Sell
630
-446
-41% -$111K ﹤0.01% 1181
2025
Q4 		$296K Buy
1,076
+120
+13% +$32.8K 0.01% 763
2025
Q3 		$251K Buy
956
+507
+113% +$123K 0.01% 795
2025
Q2 		$98.4K Buy
449
+197
+78% +$42.1K ﹤0.01% 1220
2025
Q1 		$56.3K Sell
252
-383
-60% -$106K ﹤0.01% 1181
2024
Q4 		$208K Buy
635
+537
+548% +$169K 0.01% 640
2024
Q3 		$29.4K Sell
98
-145
-60% -$44.4K ﹤0.01% 1292
2024
Q2 		$74.4K Buy
243
+4
+2% +$1.41K ﹤0.01% 915
2024
Q1 		$85.4K Sell
239
-10
-4% -$3.7K 0.01% 768
2023
Q4 		$87.7K Sell
249
-5
-2% -$1.77K 0.01% 687
2023
Q3 		$95.3K Buy
254
+2
+0.8% +$773 0.01% 579
2023
Q2 		$96.4K Buy
252
+7
+3% +$2.5K 0.01% 592
2023
Q1 		$84.9K Buy
245
+40
+20% +$11.7K 0.01% 596
2022
Q4 		$48.2K Buy
205
+147
+253% +$34.8K 0.01% 776
2022
Q3 		$14K Sell
58
-194
-77% -$59.1K ﹤0.01% 1031
2022
Q2 		$76K Buy
252
+115
+84% +$37.4K 0.02% 463
2022
Q1 		$56K Sell
137
-6
-4% -$2.35K 0.01% 450
2021
Q4 		$67K Buy
+143
New +$61.6K 0.02% 370

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

EverSource Wealth Advisors's WST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its West Pharmaceutical (WST) stake by 19% in Q2 2026, selling an estimated $36.4K and leaving 511 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #1042.

EverSource Wealth Advisors first reported a position in WST in Q4 2021 and has held it in 19 quarters since. The position peaked at $296K in Q4 2025. 830 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • EverSource Wealth Advisors held 511 shares of West Pharmaceutical worth $184K as of Q2 2026.
  • EverSource Wealth Advisors sold 119 West Pharmaceutical shares in Q2 2026, an estimated $36.4K.
  • West Pharmaceutical made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1042 holding.
  • EverSource Wealth Advisors first reported a position in West Pharmaceutical in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's West Pharmaceutical position peaked at $296K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.