Phoenix Financial’s West Pharmaceutical WST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$238K Buy
+662
New +$202K ﹤0.01% 477
2022
Q1
Sell
-673
Closed -$316K 454
2021
Q4
$316K Sell
673
-144
-18% -$62K 0.01% 327
2021
Q3
$352K Buy
+817
New +$344K 0.01% 346
2021
Q2
Sell
-957
Closed -$266K 424
2021
Q1
$266K Buy
+957
New +$274K 0.01% 357

Other funds holding WST

Phoenix Financial's WST Position: Q2 2026 in Review

Phoenix Financial opened a new position in West Pharmaceutical (WST) in Q2 2026: 662 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in WST as recently as Q4 2021.

Phoenix Financial first reported a position in WST in Q1 2021 and has held it in 4 quarters since. The position peaked at $352K in Q3 2021. 832 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Phoenix Financial held 662 shares of West Pharmaceutical worth $238K as of Q2 2026.
  • West Pharmaceutical was a new Phoenix Financial position in Q2 2026.
  • West Pharmaceutical made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #477 holding.
  • Phoenix Financial first reported a position in West Pharmaceutical in Q1 2021 and has held it in 4 quarters since.
  • Phoenix Financial's West Pharmaceutical position peaked at $352K in Q3 2021.
  • 832 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.