PWG
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Portside Wealth Group’s West Pharmaceutical WST Stock Holding History

Portside Wealth Group’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 		$550K Sell
1,532
-108
-7% -$33K 0.06% 284
2026
Q1 		$411K Sell
1,640
-365
-18% -$90.8K 0.06% 297
2025
Q4 		$552K Sell
2,005
-530
-21% -$145K 0.07% 234
2025
Q3 		$665K Buy
2,535
+22
+0.9% +$5.35K 0.09% 218
2025
Q2 		$550K Sell
2,513
-785
-24% -$168K 0.08% 230
2025
Q1 		$738K Buy
3,298
+203
+7% +$55.9K 0.12% 188
2024
Q4 		$1.01M Buy
3,095
+76
+3% +$23.9K 0.17% 131
2024
Q3 		$906K Buy
3,019
+204
+7% +$62.5K 0.15% 149
2024
Q2 		$927K Sell
2,815
-118
-4% -$41.7K 0.18% 130
2024
Q1 		$1.16M Buy
2,933
+258
+10% +$95.4K 0.21% 116
2023
Q4 		$942K Buy
2,675
+33
+1% +$11.7K 0.18% 130
2023
Q3 		$994K Sell
2,642
-55
-2% -$21.3K 0.19% 117
2023
Q2 		$1.03M Buy
+2,697
New +$963K 0.19% 121

Other funds holding WST

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM