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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
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 $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

Medallion Wealth Advisors's WST Position: Q1 2026 in Review

Medallion Wealth Advisors held its West Pharmaceutical (WST) position steady in Q1 2026 at 128 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #561.

Medallion Wealth Advisors first reported a position in WST in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.2K in Q4 2025. 754 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • Medallion Wealth Advisors held 128 shares of West Pharmaceutical worth $32.1K as of Q1 2026.
  • Medallion Wealth Advisors left its West Pharmaceutical share count unchanged in Q1 2026.
  • West Pharmaceutical made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #561 holding.
  • Medallion Wealth Advisors first reported a position in West Pharmaceutical in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's West Pharmaceutical position peaked at $35.2K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.