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Mark Sheptoff Financial Planning’s West Pharmaceutical WST Stock Holding History

Mark Sheptoff 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
Q1 		– Sell
-138
Closed -$38K – 579
2025
Q4 		$38K Hold
138
– – 0.02% 213
2025
Q3 		$36.2K Hold
138
– – 0.02% 217
2025
Q2 		$30.2K Hold
138
– – 0.02% 227
2025
Q1 		$30.9K Hold
138
– – 0.02% 207
2024
Q4 		$45.2K Hold
138
– – 0.02% 184
2024
Q3 		$41.4K Hold
138
– – 0.02% 180
2024
Q2 		$45.5K Hold
138
– – 0.03% 184
2024
Q1 		$54.6K Hold
138
– – 0.03% 165
2023
Q4 		$48.6K Hold
138
– – 0.03% 163
2023
Q3 		$51.8K Hold
138
– – 0.03% 146
2023
Q2 		$52.8K Hold
138
– – 0.03% 159
2023
Q1 		$47.8K Hold
138
– – 0.03% 153
2022
Q4 		$32.5K Hold
138
– – 0.02% 180
2022
Q3 		$34K Hold
138
– – 0.02% 168
2022
Q2 		$42K Hold
138
– – 0.02% 168
2022
Q1 		$57K Hold
138
– – 0.03% 169
2021
Q4 		$65K Hold
138
– – 0.03% 163
2021
Q3 		$59K Hold
138
– – 0.03% 165
2021
Q2 		$50K Hold
138
– – 0.03% 186
2021
Q1 		$39K Hold
138
– – 0.02% 185
2020
Q4 		$39K Buy
+138
New +$38.7K 0.02% 181

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's WST Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of West Pharmaceutical (WST) in Q1 2026, closing a stake of 138 shares — an estimated $38K sold.

Mark Sheptoff Financial Planning first reported a position in WST in Q4 2020 and held it in 21 quarters. The position peaked at $65K in Q4 2021. 755 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining West Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 138 West Pharmaceutical shares in Q1 2026, an estimated $38K.
  • Mark Sheptoff Financial Planning first reported a position in West Pharmaceutical in Q4 2020 and held it in 21 quarters.
  • Mark Sheptoff Financial Planning's West Pharmaceutical position peaked at $65K in Q4 2021.
  • 755 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.