Heritage Wealth Advisors
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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
Q3 		– Sell
-41
Closed -$14.7K – 615
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Heritage Wealth Advisors's WST Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of West Pharmaceutical (WST) in Q3 2026, closing a stake of 41 shares — an estimated $14.7K sold.

Heritage Wealth Advisors first reported a position in WST in Q4 2020 and held it in 5 quarters. The position peaked at $112K in Q4 2020. 716 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining West Pharmaceutical position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 41 West Pharmaceutical shares in Q3 2026, an estimated $14.7K.
  • Heritage Wealth Advisors first reported a position in West Pharmaceutical in Q4 2020 and held it in 5 quarters.
  • Heritage Wealth Advisors's West Pharmaceutical position peaked at $112K in Q4 2020.
  • 716 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.