MSWA
WST icon

Marshall & Sterling Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-58
Closed -$15.2K – 635
2025
Q3 		$15.2K Hold
58
– – 0.01% 299
2025
Q2 		$12.7K Hold
58
– – 0.01% 298
2025
Q1 		$13K Buy
+58
New +$16K 0.01% 287

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WST Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of West Pharmaceutical (WST) in Q4 2025, closing a stake of 58 shares — an estimated $15.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in WST in Q1 2025 and held it in 3 quarters. The position peaked at $15.2K in Q3 2025. 804 funds tracked by Wall St. Rank hold WST as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining West Pharmaceutical position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 58 West Pharmaceutical shares in Q4 2025, an estimated $15.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in West Pharmaceutical in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's West Pharmaceutical position peaked at $15.2K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.