HSA
WST icon

HBK Sorce Advisory’s West Pharmaceutical WST Stock Holding History

HBK Sorce 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
Q2 		$220K Buy
+627
New +$192K ﹤0.01% 600
2025
Q4 		– Sell
-774
Closed -$204K – 672
2025
Q3 		$204K Buy
+774
New +$188K 0.01% 577
2025
Q2 		– Sell
-1,275
Closed -$285K – 637
2025
Q1 		$285K Sell
1,275
-22
-2% -$6.06K 0.01% 465
2024
Q4 		$425K Sell
1,297
-11
-0.8% -$3.46K 0.01% 374
2024
Q3 		$393K Buy
1,308
+292
+29% +$89.4K 0.01% 398
2024
Q2 		$335K Sell
1,016
-25
-2% -$8.84K 0.01% 415
2024
Q1 		$412K Sell
1,041
-712
-41% -$263K 0.01% 386
2023
Q4 		$617K Sell
1,753
-32
-2% -$11.3K 0.02% 280
2023
Q3 		$670K Sell
1,785
-11
-0.6% -$4.25K 0.03% 256
2023
Q2 		$687K Sell
1,796
-91
-5% -$32.5K 0.03% 265
2023
Q1 		$654K Sell
1,887
-2,085
-52% -$609K 0.03% 282
2022
Q4 		$935K Buy
3,972
+2,739
+222% +$649K 0.03% 300
2022
Q3 		$303K Buy
1,233
+28
+2% +$8.53K 0.02% 364
2022
Q2 		$364K Buy
1,205
+177
+17% +$57.6K 0.03% 297
2022
Q1 		$422K Sell
1,028
-42
-4% -$16.4K 0.02% 327
2021
Q4 		$502K Buy
1,070
+43
+4% +$18.5K 0.03% 328
2021
Q3 		$436K Buy
1,027
+53
+5% +$22.3K 0.02% 348
2021
Q2 		$350K Sell
974
-27
-3% -$8.92K 0.02% 412
2021
Q1 		$282K Buy
1,001
+106
+12% +$30.3K 0.02% 412
2020
Q4 		$254K Buy
895
+109
+14% +$30.6K 0.02% 420
2020
Q3 		$216K Buy
+786
New +$208K 0.02% 408

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

HBK Sorce Advisory's WST Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in West Pharmaceutical (WST) in Q2 2026: 627 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in WST as recently as Q3 2025.

HBK Sorce Advisory first reported a position in WST in Q3 2020 and has held it in 21 quarters since. The position peaked at $935K in Q4 2022. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • HBK Sorce Advisory held 627 shares of West Pharmaceutical worth $220K as of Q2 2026.
  • West Pharmaceutical was a new HBK Sorce Advisory position in Q2 2026.
  • West Pharmaceutical made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #600 holding.
  • HBK Sorce Advisory first reported a position in West Pharmaceutical in Q3 2020 and has held it in 21 quarters since.
  • HBK Sorce Advisory's West Pharmaceutical position peaked at $935K in Q4 2022.
  • 834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.