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Kerr Financial Planning’s West Pharmaceutical WST Stock Holding History

Kerr Financial Planning’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 		$6.18K Hold
18
– – 0.01% 414
2026
Q1 		$5.03K Buy
18
+1
+6% +$249 ﹤0.01% 421
2025
Q4 		$3.97K Hold
17
– – 0.01% 428
2025
Q3 		$4.54K Buy
+17
New +$4.13K 0.01% 426

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

Kerr Financial Planning's WST Position: Q2 2026 in Review

Kerr Financial Planning held its West Pharmaceutical (WST) position steady in Q2 2026 at 18 shares worth $6.18K. The position accounts for 0.01% of the portfolio, ranked #414.

Kerr Financial Planning first reported a position in WST in Q3 2025 and has held it in 4 quarters since. 827 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Kerr Financial Planning held 18 shares of West Pharmaceutical worth $6.18K as of Q2 2026.
  • Kerr Financial Planning left its West Pharmaceutical share count unchanged in Q2 2026.
  • West Pharmaceutical made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #414 holding.
  • Kerr Financial Planning first reported a position in West Pharmaceutical in Q3 2025 and has held it in 4 quarters since.
  • 827 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.