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Integrated Wealth Concepts’s West Pharmaceutical WST Stock Holding History

Integrated Wealth Concepts’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 Sell
612
-805
-57% -$246K ﹤0.01% 2177
2026
Q1 		$355K Buy
+1,417
New +$353K ﹤0.01% 1756
2025
Q4 		– Sell
-1,779
Closed -$467K – 2046
2025
Q3 		$467K Sell
1,779
-1,416
-44% -$344K ﹤0.01% 1387
2025
Q2 		$699K Sell
3,195
-92
-3% -$19.7K 0.01% 1100
2025
Q1 		$736K Buy
3,287
+844
+35% +$233K 0.01% 971
2024
Q4 		$800K Sell
2,443
-94
-4% -$29.6K 0.01% 917
2024
Q3 		$761K Sell
2,537
-206
-8% -$63.1K 0.01% 914
2024
Q2 		$903K Sell
2,743
-248
-8% -$87.6K 0.01% 805
2024
Q1 		$1.18M Buy
2,991
+39
+1% +$14.4K 0.02% 688
2023
Q4 		$1.04M Sell
2,952
-284
-9% -$101K 0.02% 714
2023
Q3 		$1.21M Sell
3,236
-1,004
-24% -$388K 0.02% 613
2023
Q2 		$1.62M Buy
+4,240
New +$1.51M 0.03% 531

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

Integrated Wealth Concepts's WST Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its West Pharmaceutical (WST) stake by 57% in Q2 2026, selling an estimated $246K and leaving 612 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Integrated Wealth Concepts first reported a position in WST in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q2 2023. 832 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Integrated Wealth Concepts held 612 shares of West Pharmaceutical worth $220K as of Q2 2026.
  • Integrated Wealth Concepts sold 805 West Pharmaceutical shares in Q2 2026, an estimated $246K.
  • West Pharmaceutical made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2177 holding.
  • Integrated Wealth Concepts first reported a position in West Pharmaceutical in Q2 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's West Pharmaceutical position peaked at $1.62M in Q2 2023.
  • 832 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.