Principia Wealth Advisory
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Principia Wealth Advisory’s West Pharmaceutical WST Stock Holding History

Principia Wealth Advisory’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 		$3.71K Hold
10
– – ﹤0.01% 440
2026
Q2 		$3.59K Buy
10
+8
+400% +$2.45K ﹤0.01% 433
2026
Q1 		$501 Sell
2
-2
-50% -$498 ﹤0.01% 855
2025
Q4 		$1.1K Buy
4
+1
+33% +$274 ﹤0.01% 640
2025
Q3 		$787 Buy
3
+1
+50% +$243 ﹤0.01% 707
2025
Q2 		$438 Hold
2
– – ﹤0.01% 764
2025
Q1 		$407 Hold
2
– – ﹤0.01% 623
2024
Q4 		$655 Buy
+2
New +$629 ﹤0.01% 467

Other funds holding WST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $39B AUM 34.13% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principia Wealth Advisory's WST Position: Q3 2026 in Review

Principia Wealth Advisory held its West Pharmaceutical (WST) position steady in Q3 2026 at 10 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Principia Wealth Advisory first reported a position in WST in Q4 2024 and has held it in 8 quarters since. 584 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • Principia Wealth Advisory held 10 shares of West Pharmaceutical worth $3.71K as of Q3 2026.
  • Principia Wealth Advisory left its West Pharmaceutical share count unchanged in Q3 2026.
  • West Pharmaceutical made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #440 holding.
  • Principia Wealth Advisory first reported a position in West Pharmaceutical in Q4 2024 and has held it in 8 quarters since.
  • 584 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.