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HB Wealth Management’s West Pharmaceutical WST Stock Holding History

HB Wealth 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
2026
Q2 		$1.69M Sell
4,709
-1,858
-28% -$568K 0.01% 526
2026
Q1 		$1.65M Sell
6,567
-2,283
-26% -$568K 0.01% 486
2025
Q4 		$2.43M Sell
8,850
-3,325
-27% -$910K 0.02% 370
2025
Q3 		$3.19M Buy
12,175
+345
+3% +$83.8K 0.02% 321
2025
Q2 		$2.59M Sell
11,830
-217
-2% -$46.4K 0.02% 329
2025
Q1 		$2.7M Buy
12,047
+10,841
+899% +$2.99M 0.02% 324
2024
Q4 		$395K Buy
1,206
+382
+46% +$120K ﹤0.01% 708
2024
Q3 		$247K Buy
824
+122
+17% +$37.4K ﹤0.01% 825
2024
Q2 		$231K Sell
702
-43
-6% -$15.2K ﹤0.01% 802
2024
Q1 		$295K Hold
745
– – ﹤0.01% 663
2023
Q4 		$262K Buy
745
+12
+2% +$4.25K ﹤0.01% 659
2023
Q3 		$275K Buy
+733
New +$283K ﹤0.01% 592

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 $3.38T AUM 44.17% 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

HB Wealth Management's WST Position: Q2 2026 in Review

HB Wealth Management reduced its West Pharmaceutical (WST) stake by 28% in Q2 2026, selling an estimated $568K and leaving 4,709 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #526.

HB Wealth Management first reported a position in WST in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.19M in Q3 2025. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • HB Wealth Management held 4,709 shares of West Pharmaceutical worth $1.69M as of Q2 2026.
  • HB Wealth Management sold 1,858 West Pharmaceutical shares in Q2 2026, an estimated $568K.
  • West Pharmaceutical made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #526 holding.
  • HB Wealth Management first reported a position in West Pharmaceutical in Q3 2023 and has held it in 12 quarters since.
  • HB Wealth Management's West Pharmaceutical position peaked at $3.19M in Q3 2025.
  • 834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.