HWM
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return