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GoalVest Advisory’s West Pharmaceutical WST Stock Holding History

GoalVest Advisory’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
Q3 		$13.3K Buy
+36
New +$12.7K ﹤0.01% 386
2026
Q1 		– Sell
-22
Closed -$6.05K – 552
2025
Q4 		$6.05K Buy
+22
New +$6.02K ﹤0.01% 461

Other funds holding WST

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

GoalVest Advisory's WST Position: Q3 2026 in Review

GoalVest Advisory opened a new position in West Pharmaceutical (WST) in Q3 2026: 36 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in WST as recently as Q4 2025.

GoalVest Advisory first reported a position in WST in Q4 2025 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • GoalVest Advisory held 36 shares of West Pharmaceutical worth $13.3K as of Q3 2026.
  • West Pharmaceutical was a new GoalVest Advisory position in Q3 2026.
  • West Pharmaceutical made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #386 holding.
  • GoalVest Advisory first reported a position in West Pharmaceutical in Q4 2025 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.