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Independent Advisor Alliance’s West Pharmaceutical WST Stock Holding History

Independent Advisor Alliance’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 		$732K Sell
2,038
-213
-9% -$65.1K 0.02% 550
2026
Q1 		$564K Buy
2,251
+28
+1% +$6.97K 0.01% 1064
2025
Q4 		$612K Sell
2,223
-280
-11% -$76.6K 0.01% 590
2025
Q3 		$657K Buy
2,503
+10
+0.4% +$2.43K 0.02% 546
2025
Q2 		$545K Buy
2,493
+96
+4% +$20.5K 0.02% 562
2025
Q1 		$537K Sell
2,397
-281
-10% -$77.4K 0.02% 507
2024
Q4 		$877K Buy
2,678
+597
+29% +$188K 0.01% 760
2024
Q3 		$625K Buy
2,081
+389
+23% +$119K 0.02% 413
2024
Q2 		$557K Buy
1,692
+83
+5% +$29.3K 0.02% 437
2024
Q1 		$637K Buy
1,609
+364
+29% +$135K 0.02% 407
2023
Q4 		$438K Sell
1,245
-882
-41% -$312K 0.02% 463
2023
Q3 		$798K Buy
2,127
+58
+3% +$22.4K 0.04% 326
2023
Q2 		$791K Sell
2,069
-355
-15% -$127K 0.03% 337
2023
Q1 		$840K Buy
+2,424
New +$708K 0.04% 312
2022
Q4 		– Sell
-1,806
Closed -$444K – 633
2022
Q3 		$444K Buy
1,806
+715
+66% +$218K 0.03% 400
2022
Q2 		$330K Buy
1,091
+93
+9% +$30.3K 0.02% 465
2022
Q1 		$410K Buy
998
+344
+53% +$135K 0.02% 441
2021
Q4 		$307K Buy
+654
New +$282K 0.02% 517

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

Independent Advisor Alliance's WST Position: Q2 2026 in Review

Independent Advisor Alliance reduced its West Pharmaceutical (WST) stake by 9.5% in Q2 2026, selling an estimated $65.1K and leaving 2,038 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #550.

Independent Advisor Alliance first reported a position in WST in Q4 2021 and has held it in 18 quarters since. The position peaked at $877K in Q4 2024. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Independent Advisor Alliance held 2,038 shares of West Pharmaceutical worth $732K as of Q2 2026.
  • Independent Advisor Alliance sold 213 West Pharmaceutical shares in Q2 2026, an estimated $65.1K.
  • West Pharmaceutical made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #550 holding.
  • Independent Advisor Alliance first reported a position in West Pharmaceutical in Q4 2021 and has held it in 18 quarters since.
  • Independent Advisor Alliance's West Pharmaceutical position peaked at $877K in Q4 2024.
  • 834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.