MFGM
WST icon

Marshall Financial Group (Maryland)’s West Pharmaceutical WST Stock Holding History

Marshall Financial Group (Maryland)’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
-762
Closed -$210K – 312
2025
Q4 		$210K Sell
762
-108
-12% -$29.5K 0.04% 278
2025
Q3 		$228K Sell
870
-78
-8% -$19K 0.04% 235
2025
Q2 		$210K Sell
948
-12
-1% -$2.56K 0.04% 246
2025
Q1 		$215K Sell
960
-52
-5% -$14.3K 0.05% 219
2024
Q4 		$331K Sell
1,012
-1
-0.1% -$315 0.08% 173
2024
Q3 		$304K Buy
+1,013
New +$310K 0.07% 181
2022
Q2 		– Sell
-2,248
Closed -$923K – 216
2022
Q1 		$923K Buy
2,248
+16
+0.7% +$6.26K 0.38% 93
2021
Q4 		$1.05M Sell
2,232
-12
-0.5% -$5.17K 0.39% 92
2021
Q3 		$953K Buy
2,244
+96
+4% +$40.5K 0.49% 64
2021
Q2 		$771K Buy
+2,148
New +$710K 0.42% 75

Other funds holding WST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

Marshall Financial Group (Maryland)'s WST Position: Q1 2026 in Review

Marshall Financial Group (Maryland) sold out of West Pharmaceutical (WST) in Q1 2026, closing a stake of 762 shares — an estimated $210K sold.

Marshall Financial Group (Maryland) first reported a position in WST in Q2 2021 and held it in 10 quarters. The position peaked at $1.05M in Q4 2021. 753 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • Marshall Financial Group (Maryland) reported no remaining West Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 762 West Pharmaceutical shares in Q1 2026, an estimated $210K.
  • Marshall Financial Group (Maryland) first reported a position in West Pharmaceutical in Q2 2021 and held it in 10 quarters.
  • Marshall Financial Group (Maryland)'s West Pharmaceutical position peaked at $1.05M in Q4 2021.
  • 753 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.