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Formidable Asset Management’s West Pharmaceutical WST Stock Holding History

Formidable Asset 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
2025
Q1 		– Sell
-2,067
Closed -$677K – 406
2024
Q4 		$677K Buy
2,067
+55
+3% +$17.3K 0.11% 179
2024
Q3 		$604K Sell
2,012
-120
-6% -$36.8K 0.1% 195
2024
Q2 		$702K Buy
2,132
+65
+3% +$23K 0.11% 176
2024
Q1 		$818K Buy
+2,067
New +$765K 0.13% 158
2023
Q4 		– Sell
-2,225
Closed -$835K – 315
2023
Q3 		$835K Buy
2,225
+144
+7% +$55.7K 0.18% 101
2023
Q2 		$796K Buy
2,081
+956
+85% +$342K 0.17% 111
2023
Q1 		$390K Sell
1,125
-745
-40% -$218K 0.08% 198
2022
Q4 		$440K Hold
1,870
– – 0.1% 179
2022
Q3 		$460K Buy
1,870
+44
+2% +$13.4K 0.11% 169
2022
Q2 		$552K Sell
1,826
-710
-28% -$231K 0.12% 154
2022
Q1 		$1.04M Buy
2,536
+158
+7% +$61.9K 0.2% 95
2021
Q4 		$1.11M Buy
2,378
+237
+11% +$102K 0.21% 90
2021
Q3 		$909K Buy
+2,141
New +$903K 0.17% 112

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Formidable Asset Management's WST Position: Q1 2025 in Review

Formidable Asset Management sold out of West Pharmaceutical (WST) in Q1 2025, closing a stake of 2,067 shares — an estimated $677K sold.

Formidable Asset Management first reported a position in WST in Q3 2021 and held it in 13 quarters. The position peaked at $1.11M in Q4 2021. 714 funds tracked by Wall St. Rank hold WST as of Q1 2025.

  • Formidable Asset Management reported no remaining West Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Formidable Asset Management sold 2,067 West Pharmaceutical shares in Q1 2025, an estimated $677K.
  • Formidable Asset Management first reported a position in West Pharmaceutical in Q3 2021 and held it in 13 quarters.
  • Formidable Asset Management's West Pharmaceutical position peaked at $1.11M in Q4 2021.
  • 714 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Formidable Asset Management's 13F filing for Q1 2025, filed 5 May 2025.