Forte Capital’s West Pharmaceutical WST Stock Holding History

Forte Capital’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	-977	Closed	-$320K	–	243
2024 Q4	$320K	Sell	977 -914	-48%	-$288K	0.04%	198
2024 Q3	$568K	Sell	1,891 -12,487	-87%	-$3.82M	0.06%	159
2024 Q2	$4.74M	Buy	14,378 +362	+3%	+$128K	0.57%	42
2024 Q1	$5.55M	Buy	14,016 +450	+3%	+$166K	0.69%	41
2023 Q4	$4.78M	Sell	13,566 -133	-1%	-$47.1K	0.65%	39
2023 Q3	$5.14M	Buy	13,699 +620	+5%	+$240K	0.79%	32
2023 Q2	$5M	Buy	13,079 +2,475	+23%	+$884K	0.72%	38
2023 Q1	$3.67M	Buy	10,604 +1,346	+15%	+$393K	0.56%	43
2022 Q4	$2.18M	Sell	9,258 -5,850	-39%	-$1.39M	0.37%	57
2022 Q3	$3.72M	Buy	15,108 +3,377	+29%	+$1.03M	0.67%	40
2022 Q2	$3.55M	Buy	11,731 +6,733	+135%	+$2.19M	0.62%	42
2022 Q1	$2.34M	Hold	4,998	–	–	0.3%	59
2021 Q4	$2.34M	Buy	+4,998	New	+$2.15M	0.3%	59

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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