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Heritage Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Heritage Wealth Advisors’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 		$14.7K Hold
41
– – ﹤0.01% 487
2026
Q1 		$10.3K Buy
+41
New +$10.2K ﹤0.01% 519
2021
Q3 		– Sell
-114
Closed -$40.9K – 572
2021
Q2 		$40.9K Sell
114
-280
-71% -$92.5K ﹤0.01% 346
2021
Q1 		$111K Hold
394
– – 0.01% 253
2020
Q4 		$112K Buy
+394
New +$111K 0.01% 248

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 $3.37T AUM 44.26% 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

Heritage Wealth Advisors's WST Position: Q2 2026 in Review

Heritage Wealth Advisors held its West Pharmaceutical (WST) position steady in Q2 2026 at 41 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Heritage Wealth Advisors first reported a position in WST in Q4 2020 and has held it in 5 quarters since. The position peaked at $112K in Q4 2020. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Heritage Wealth Advisors held 41 shares of West Pharmaceutical worth $14.7K as of Q2 2026.
  • Heritage Wealth Advisors left its West Pharmaceutical share count unchanged in Q2 2026.
  • West Pharmaceutical made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #487 holding.
  • Heritage Wealth Advisors first reported a position in West Pharmaceutical in Q4 2020 and has held it in 5 quarters since.
  • Heritage Wealth Advisors's West Pharmaceutical position peaked at $112K in Q4 2020.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.