Orion Portfolio Solutions’s West Pharmaceutical WST Stock Holding History

Orion Portfolio Solutions’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	$662K	Buy	2,955 +946	+47%	+$261K	0.01%	1278
2024 Q4	$658K	Sell	2,009 -29	-1%	-$9.13K	0.01%	1246
2024 Q3	$612K	Sell	2,038 -4,029	-66%	-$1.23M	0.01%	1262
2024 Q2	$2M	Sell	6,067 -763	-11%	-$270K	0.02%	643
2024 Q1	$2.7M	Sell	6,830 -683	-9%	-$253K	0.03%	519
2023 Q4	$2.64M	Sell	7,513 -345	-4%	-$122K	0.03%	500
2023 Q3	$2.95M	Sell	7,858 -1,074	-12%	-$415K	0.04%	450
2023 Q2	$3.42M	Buy	8,932 +95	+1%	+$33.9K	0.04%	436
2023 Q1	$3.06M	Buy	+8,837	New	+$2.58M	0.04%	419
2020 Q3	–	Sell	-137	Closed	-$31K	–	2065
2020 Q2	$31K	Buy	137 +11	+9%	+$2.16K	﹤0.01%	829
2020 Q1	$19K	Buy	126 +1	+0.8%	+$154	﹤0.01%	858
2019 Q4	$19K	Buy	+125	New	+$18.2K	﹤0.01%	790

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Orion Portfolio Solutions's WST Position: Q1 2025 in Review

Orion Portfolio Solutions increased its West Pharmaceutical (WST) stake by 47% in Q1 2025, buying an estimated $261K and bringing the position to 2,955 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #1278.

Orion Portfolio Solutions first reported a position in WST in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.42M in Q2 2023. 714 funds tracked by Wall St. Rank hold WST as of Q1 2025.

Orion Portfolio Solutions held 2,955 shares of West Pharmaceutical worth $662K as of Q1 2025.
Orion Portfolio Solutions bought 946 West Pharmaceutical shares in Q1 2025, an estimated $261K.
West Pharmaceutical made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1278 holding.
Orion Portfolio Solutions first reported a position in West Pharmaceutical in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's West Pharmaceutical position peaked at $3.42M in Q2 2023.
714 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.