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NewEdge Wealth’s West Pharmaceutical WST Stock Holding History

NewEdge Wealth’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 		$346K Sell
963
-116
-11% -$35.5K ﹤0.01% 991
2026
Q1 		$270K Sell
1,079
-648
-38% -$161K ﹤0.01% 994
2025
Q4 		$475K Buy
1,727
+553
+47% +$151K 0.01% 863
2025
Q3 		$333K Buy
1,174
+40
+4% +$9.72K ﹤0.01% 850
2025
Q2 		$273K Sell
1,134
-401
-26% -$85.7K ﹤0.01% 856
2025
Q1 		$344K Sell
1,535
-206
-12% -$56.8K 0.01% 742
2024
Q4 		$570K Buy
1,741
+65
+4% +$20.5K 0.01% 612
2024
Q3 		$503K Buy
1,676
+515
+44% +$158K 0.01% 616
2024
Q2 		$382K Sell
1,161
-176
-13% -$62.2K 0.01% 603
2024
Q1 		$493K Buy
1,337
+95
+8% +$35.1K 0.01% 564
2023
Q4 		$437K Buy
1,242
+416
+50% +$147K 0.01% 536
2023
Q3 		$310K Buy
826
+179
+28% +$69.2K 0.01% 539
2023
Q2 		$248K Hold
647
– – 0.01% 567
2023
Q1 		$224K Buy
+647
New +$189K 0.01% 561

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

NewEdge Wealth's WST Position: Q2 2026 in Review

NewEdge Wealth reduced its West Pharmaceutical (WST) stake by 11% in Q2 2026, selling an estimated $35.5K and leaving 963 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

NewEdge Wealth first reported a position in WST in Q1 2023 and has held it in 14 quarters since. The position peaked at $570K in Q4 2024. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • NewEdge Wealth held 963 shares of West Pharmaceutical worth $346K as of Q2 2026.
  • NewEdge Wealth sold 116 West Pharmaceutical shares in Q2 2026, an estimated $35.5K.
  • West Pharmaceutical made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #991 holding.
  • NewEdge Wealth first reported a position in West Pharmaceutical in Q1 2023 and has held it in 14 quarters since.
  • NewEdge Wealth's West Pharmaceutical position peaked at $570K in Q4 2024.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.