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Medallion Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Medallion 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
2026
Q2 		$1.79K Sell
5
-123
-96% -$37.6K ﹤0.01% 981
2026
Q1 		$32.1K Hold
128
– – 0.01% 561
2025
Q4 		$35.2K Buy
128
+45
+54% +$12.3K 0.01% 526
2025
Q3 		$21.8K Buy
83
+10
+14% +$2.43K 0.01% 620
2025
Q2 		$16K Hold
73
– – 0.01% 663
2025
Q1 		$16.3K Hold
73
– – 0.01% 608
2024
Q4 		$16.3K Buy
+73
New +$23K 0.01% 593

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

Medallion Wealth Advisors's WST Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its West Pharmaceutical (WST) stake by 96% in Q2 2026, selling an estimated $37.6K and leaving 5 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Medallion Wealth Advisors first reported a position in WST in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.2K in Q4 2025. 832 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Medallion Wealth Advisors held 5 shares of West Pharmaceutical worth $1.79K as of Q2 2026.
  • Medallion Wealth Advisors sold 123 West Pharmaceutical shares in Q2 2026, an estimated $37.6K.
  • West Pharmaceutical made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #981 holding.
  • Medallion Wealth Advisors first reported a position in West Pharmaceutical in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's West Pharmaceutical position peaked at $35.2K in Q4 2025.
  • 832 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.