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Modera Wealth Management’s West Pharmaceutical WST Stock Holding History

Modera Wealth Management’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 		$630K Sell
1,755
-1,000
-36% -$306K 0.01% 417
2026
Q1 		$691K Sell
2,755
-52
-2% -$12.9K 0.01% 383
2025
Q4 		$772K Buy
2,807
+4
+0.1% +$1.09K 0.01% 374
2025
Q3 		$735K Hold
2,803
– – 0.01% 385
2025
Q2 		$613K Sell
2,803
-1
-0% -$214 0.01% 409
2025
Q1 		$628K Sell
2,804
-17
-0.6% -$4.68K 0.01% 391
2024
Q4 		$924K Buy
2,821
+50
+2% +$15.7K 0.01% 341
2024
Q3 		$832K Buy
2,771
+10
+0.4% +$3.06K 0.01% 338
2024
Q2 		$909K Sell
2,761
-11
-0.4% -$3.89K 0.01% 306
2024
Q1 		$1.1M Buy
2,772
+2,023
+270% +$748K 0.02% 287
2023
Q4 		$264K Hold
749
– – ﹤0.01% 489
2023
Q3 		$281K Hold
749
– – 0.01% 466
2023
Q2 		$286K Buy
+749
New +$268K 0.01% 471
2022
Q1 		– Sell
-609
Closed -$285K – 597
2021
Q4 		$285K Buy
+609
New +$262K 0.01% 436

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

Modera Wealth Management's WST Position: Q2 2026 in Review

Modera Wealth Management reduced its West Pharmaceutical (WST) stake by 36% in Q2 2026, selling an estimated $306K and leaving 1,755 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #417.

Modera Wealth Management first reported a position in WST in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2024. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Modera Wealth Management held 1,755 shares of West Pharmaceutical worth $630K as of Q2 2026.
  • Modera Wealth Management sold 1,000 West Pharmaceutical shares in Q2 2026, an estimated $306K.
  • West Pharmaceutical made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #417 holding.
  • Modera Wealth Management first reported a position in West Pharmaceutical in Q4 2021 and has held it in 14 quarters since.
  • Modera Wealth Management's West Pharmaceutical position peaked at $1.1M in Q1 2024.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.