Mather Group’s West Pharmaceutical WST Stock Holding History

Mather Group’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	$227K	Buy	+907	New	+$226K	﹤0.01%	700
2025 Q4	–	Sell	-686	Closed	-$180K	–	1660
2025 Q3	$180K	Buy	+686	New	+$167K	﹤0.01%	652
2025 Q2	–	Sell	-884	Closed	-$198K	–	1735
2025 Q1	$198K	Sell	884 -225	-20%	-$62K	﹤0.01%	591
2024 Q4	$363K	Sell	1,109 -357	-24%	-$112K	﹤0.01%	425
2024 Q3	$440K	Buy	1,466 +143	+11%	+$43.8K	0.01%	394
2024 Q2	$524K	Buy	1,323 +142	+12%	+$50.2K	0.01%	406
2024 Q1	$416K	Hold	1,181	–	–	0.01%	377
2023 Q4	$416K	Sell	1,181 -54	-4%	-$19.1K	0.01%	388
2023 Q3	$463K	Buy	1,235 +46	+4%	+$17.8K	0.01%	339
2023 Q2	$455K	Buy	1,189 +297	+33%	+$106K	0.01%	366
2023 Q1	$309K	Buy	+892	New	+$261K	0.01%	389
2022 Q4	–	Sell	-1,011	Closed	-$249K	–	513
2022 Q3	$249K	Sell	1,011 -12	-1%	-$3.66K	0.01%	410
2022 Q2	$309K	Buy	+1,023	New	+$333K	0.01%	303

Other funds holding WST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return