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Naviter Wealth’s Westrock Coffee WEST Stock Holding History

Naviter Wealth’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,180
Closed -$164K – 309
2025
Q1 		$164K Hold
23,180
– – 0.02% 258
2024
Q4 		$149K Buy
+23,180
New +$159K 0.02% 267

Other funds holding WEST

SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Naviter Wealth's WEST Position: Q2 2025 in Review

Naviter Wealth sold out of Westrock Coffee (WEST) in Q2 2025, closing a stake of 23,180 shares — an estimated $164K sold.

Naviter Wealth first reported a position in WEST in Q4 2024 and held it in 2 quarters. The position peaked at $164K in Q1 2025. 123 funds tracked by Wall St. Rank hold WEST as of Q2 2025.

  • Naviter Wealth reported no remaining Westrock Coffee position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 23,180 Westrock Coffee shares in Q2 2025, an estimated $164K.
  • Naviter Wealth first reported a position in Westrock Coffee in Q4 2024 and held it in 2 quarters.
  • Naviter Wealth's Westrock Coffee position peaked at $164K in Q1 2025.
  • 123 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.