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Monte Financial Group’s West Pharmaceutical WST Stock Holding History

Monte Financial 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
2025
Q1 		– Sell
-4,025
Closed -$1.32M – 90
2024
Q4 		$1.32M Buy
4,025
+100
+3% +$31.5K 0.56% 48
2024
Q3 		$1.18M Buy
3,925
+1,883
+92% +$577K 0.49% 54
2024
Q2 		$673K Buy
2,042
+91
+5% +$32.2K 0.3% 67
2024
Q1 		$772K Buy
1,951
+88
+5% +$32.6K 0.34% 63
2023
Q4 		$656K Sell
1,863
-33
-2% -$11.7K 0.31% 65
2023
Q3 		$711K Sell
1,896
-1
-0.1% -$387 0.36% 63
2023
Q2 		$726K Buy
1,897
+537
+39% +$192K 0.35% 63
2023
Q1 		$471K Buy
1,360
+129
+10% +$37.7K 0.25% 66
2022
Q4 		$290K Buy
1,231
+261
+27% +$61.8K 0.15% 75
2022
Q3 		$239K Buy
+970
New +$296K 0.15% 75

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Monte Financial Group's WST Position: Q1 2025 in Review

Monte Financial Group sold out of West Pharmaceutical (WST) in Q1 2025, closing a stake of 4,025 shares — an estimated $1.32M sold.

Monte Financial Group first reported a position in WST in Q3 2022 and held it in 10 quarters. The position peaked at $1.32M in Q4 2024. 713 funds tracked by Wall St. Rank hold WST as of Q1 2025.

  • Monte Financial Group reported no remaining West Pharmaceutical position as of Q1 2025 after selling out during the quarter.
  • Monte Financial Group sold 4,025 West Pharmaceutical shares in Q1 2025, an estimated $1.32M.
  • Monte Financial Group first reported a position in West Pharmaceutical in Q3 2022 and held it in 10 quarters.
  • Monte Financial Group's West Pharmaceutical position peaked at $1.32M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Monte Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.