Pinnacle Wealth Planning Services’s West Pharmaceutical WST Stock Holding History

Pinnacle Wealth Planning Services’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	$163K	Buy	454 +20	+5%	+$6.12K	0.02%	618
2026 Q1	$109K	Sell	434 -3	-0.7%	-$746	0.01%	753
2025 Q4	$120K	Buy	+437	New	+$120K	0.01%	684
2022 Q1	–	Sell	-481	Closed	-$225K	–	484
2021 Q4	$225K	Buy	+481	New	+$207K	0.04%	333
2021 Q1	–	Sell	-330	Closed	-$94K	–	1968
2020 Q4	$94K	Buy	+330	New	+$92.6K	0.02%	499

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's WST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its West Pharmaceutical (WST) stake by 4.6% in Q2 2026, buying an estimated $6.12K and bringing the position to 454 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #618.

Pinnacle Wealth Planning Services first reported a position in WST in Q4 2020 and has held it in 5 quarters since. The position peaked at $225K in Q4 2021. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Pinnacle Wealth Planning Services held 454 shares of West Pharmaceutical worth $163K as of Q2 2026.
Pinnacle Wealth Planning Services bought 20 West Pharmaceutical shares in Q2 2026, an estimated $6.12K.
West Pharmaceutical made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #618 holding.
Pinnacle Wealth Planning Services first reported a position in West Pharmaceutical in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's West Pharmaceutical position peaked at $225K in Q4 2021.
831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.