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Mowery & Schoenfeld Wealth Management’s West Pharmaceutical WST Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-6
Closed -$1.65K – 495
2025
Q4 		$1.65K Buy
+6
New +$1.64K ﹤0.01% 407
2025
Q2 		– Hold
0
– – – 397
2025
Q1 		– Sell
-13
Closed -$3.58K – 456
2024
Q4 		$4.26K Buy
+13
New +$4.09K 0.01% 322

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's WST Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of West Pharmaceutical (WST) in Q1 2026, closing a stake of 6 shares — an estimated $1.65K sold.

Mowery & Schoenfeld Wealth Management first reported a position in WST in Q4 2024 and held it in 2 quarters. The position peaked at $4.26K in Q4 2024. 755 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining West Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 6 West Pharmaceutical shares in Q1 2026, an estimated $1.65K.
  • Mowery & Schoenfeld Wealth Management first reported a position in West Pharmaceutical in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's West Pharmaceutical position peaked at $4.26K in Q4 2024.
  • 755 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.