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Modern Wealth Management’s West Pharmaceutical WST Stock Holding History

Modern 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 		$552K Buy
1,538
+16
+1% +$4.89K 0.01% 689
2026
Q1 		$385K Buy
1,522
+123
+9% +$30.6K 0.01% 634
2025
Q4 		$385K Buy
1,399
+48
+4% +$13.1K 0.01% 605
2025
Q3 		$354K Buy
1,351
+55
+4% +$13.4K 0.01% 594
2025
Q2 		$284K Buy
1,296
+113
+10% +$24.2K 0.01% 622
2025
Q1 		$265K Buy
1,183
+97
+9% +$26.7K 0.01% 567
2024
Q4 		$356K Sell
1,086
-16
-1% -$5.04K 0.01% 422
2024
Q3 		$331K Buy
1,102
+43
+4% +$13.2K 0.02% 326
2024
Q2 		$349K Buy
+1,059
New +$374K 0.03% 276

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

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

Modern Wealth Management increased its West Pharmaceutical (WST) stake by 1.1% in Q2 2026, buying an estimated $4.89K and bringing the position to 1,538 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #689.

Modern Wealth Management first reported a position in WST in Q2 2024 and has held it in 9 quarters since. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Modern Wealth Management held 1,538 shares of West Pharmaceutical worth $552K as of Q2 2026.
  • Modern Wealth Management bought 16 West Pharmaceutical shares in Q2 2026, an estimated $4.89K.
  • West Pharmaceutical made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #689 holding.
  • Modern Wealth Management first reported a position in West Pharmaceutical in Q2 2024 and has held it in 9 quarters since.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

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