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Mount Yale Investment Advisors’s West Pharmaceutical WST Stock Holding History

Mount Yale Investment 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 		$242K Buy
+675
New +$206K ﹤0.01% 1073
2025
Q3 		– Sell
-28
Closed -$6.13K – 1617
2025
Q2 		$6.13K Sell
28
-1,571
-98% -$336K ﹤0.01% 1203
2025
Q1 		$358K Sell
1,599
-342
-18% -$94.3K 0.03% 390
2024
Q4 		$636K Buy
1,941
+9
+0.5% +$2.83K 0.05% 301
2024
Q3 		$580K Sell
1,932
-98
-5% -$30K 0.06% 314
2024
Q2 		$669K Sell
2,030
-63
-3% -$22.3K 0.05% 286
2024
Q1 		$828K Sell
2,093
-116
-5% -$42.9K 0.06% 258
2023
Q4 		$778K Sell
2,209
-62
-3% -$21.9K 0.07% 242
2023
Q3 		$852K Buy
2,271
+6
+0.3% +$2.32K 0.09% 208
2023
Q2 		$866K Sell
2,265
-128
-5% -$45.7K 0.09% 215
2023
Q1 		$829K Buy
2,393
+64
+3% +$18.7K 0.09% 225
2022
Q4 		$548K Sell
2,329
-117
-5% -$27.7K 0.06% 271
2022
Q3 		$602K Buy
2,446
+9
+0.4% +$2.74K 0.08% 245
2022
Q2 		$737K Sell
2,437
-68
-3% -$22.1K 0.09% 218
2022
Q1 		$1.03M Sell
2,505
-394
-14% -$154K 0.11% 186
2021
Q4 		$1.36M Sell
2,899
-44
-1% -$18.9K 0.14% 157
2021
Q3 		$1.25M Sell
2,943
-56
-2% -$23.6K 0.14% 159
2021
Q2 		$1.08M Buy
2,999
+13
+0.4% +$4.29K 0.13% 168
2021
Q1 		$841K Sell
2,986
-138
-4% -$39.5K 0.11% 196
2020
Q4 		$885K Buy
3,124
+70
+2% +$19.6K 0.12% 181
2020
Q3 		$840K Buy
3,054
+2,127
+229% +$563K 0.12% 170
2020
Q2 		$211K Buy
+927
New +$182K 0.04% 300

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's WST Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in West Pharmaceutical (WST) in Q2 2026: 675 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WST as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in WST in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.36M in Q4 2021. 833 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Mount Yale Investment Advisors held 675 shares of West Pharmaceutical worth $242K as of Q2 2026.
  • West Pharmaceutical was a new Mount Yale Investment Advisors position in Q2 2026.
  • West Pharmaceutical made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1073 holding.
  • Mount Yale Investment Advisors first reported a position in West Pharmaceutical in Q2 2020 and has held it in 22 quarters since.
  • Mount Yale Investment Advisors's West Pharmaceutical position peaked at $1.36M in Q4 2021.
  • 833 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.