IWA
WST icon

Icon Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Icon 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
2025
Q3 		– Sell
-463
Closed -$101K – 553
2025
Q2 		$101K Sell
463
-85
-16% -$18.2K 0.01% 505
2025
Q1 		$123K Sell
548
-550
-50% -$152K 0.01% 443
2024
Q4 		$360K Sell
1,098
-96
-8% -$30.2K 0.03% 268
2024
Q3 		$358K Sell
1,194
-560
-32% -$171K 0.03% 259
2024
Q2 		$537K Sell
1,754
-383
-18% -$135K 0.05% 200
2024
Q1 		$846K Sell
2,137
-213
-9% -$78.8K 0.08% 147
2023
Q4 		$828K Buy
+2,350
New +$832K 0.09% 141
2022
Q4 		$681K Sell
2,894
-222
-7% -$52.6K 0.08% 166
2022
Q3 		$767K Buy
+3,116
New +$949K 0.09% 158

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Icon Wealth Advisors's WST Position: Q3 2025 in Review

Icon Wealth Advisors sold out of West Pharmaceutical (WST) in Q3 2025, closing a stake of 463 shares — an estimated $101K sold.

Icon Wealth Advisors first reported a position in WST in Q3 2022 and held it in 9 quarters. The position peaked at $846K in Q1 2024. 756 funds tracked by Wall St. Rank hold WST as of Q3 2025.

  • Icon Wealth Advisors reported no remaining West Pharmaceutical position as of Q3 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 463 West Pharmaceutical shares in Q3 2025, an estimated $101K.
  • Icon Wealth Advisors first reported a position in West Pharmaceutical in Q3 2022 and held it in 9 quarters.
  • Icon Wealth Advisors's West Pharmaceutical position peaked at $846K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.