Physician Wealth Advisors
WST icon

Physician Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Physician Wealth Advisors’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
Q3 		$8.16K Hold
22
– – ﹤0.01% 965
2026
Q2 		$7.9K Buy
22
+6
+38% +$1.83K ﹤0.01% 939
2026
Q1 		$4.01K Buy
16
+2
+14% +$498 ﹤0.01% 1086
2025
Q4 		$3.85K Sell
14
-48
-77% -$13.1K ﹤0.01% 1061
2025
Q3 		$16.3K Buy
62
+59
+1,967% +$14.3K ﹤0.01% 632
2025
Q2 		$657 Sell
3
-2
-40% -$428 ﹤0.01% 1632
2025
Q1 		$1.12K Buy
5
+3
+150% +$827 ﹤0.01% 998
2024
Q4 		$656 Buy
+2
New +$629 ﹤0.01% 1064

Other funds holding WST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Physician Wealth Advisors's WST Position: Q3 2026 in Review

Physician Wealth Advisors held its West Pharmaceutical (WST) position steady in Q3 2026 at 22 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Physician Wealth Advisors first reported a position in WST in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.3K in Q3 2025. 716 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • Physician Wealth Advisors held 22 shares of West Pharmaceutical worth $8.16K as of Q3 2026.
  • Physician Wealth Advisors left its West Pharmaceutical share count unchanged in Q3 2026.
  • West Pharmaceutical made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #965 holding.
  • Physician Wealth Advisors first reported a position in West Pharmaceutical in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's West Pharmaceutical position peaked at $16.3K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.