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Provenance Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Provenance 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
Q2 		$718 Buy
+2
New +$611 ﹤0.01% 540
2024
Q1 		– Sell
-6
Closed -$2.11K – 631
2023
Q4 		$2.11K Buy
+6
New +$2.12K ﹤0.01% 447

Other funds holding WST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Provenance Wealth Advisors's WST Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in West Pharmaceutical (WST) in Q2 2026: 2 shares worth $718. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in WST as recently as Q4 2023.

Provenance Wealth Advisors first reported a position in WST in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.11K in Q4 2023. 832 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Provenance Wealth Advisors held 2 shares of West Pharmaceutical worth $718 as of Q2 2026.
  • West Pharmaceutical was a new Provenance Wealth Advisors position in Q2 2026.
  • West Pharmaceutical made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #540 holding.
  • Provenance Wealth Advisors first reported a position in West Pharmaceutical in Q4 2023 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's West Pharmaceutical position peaked at $2.11K in Q4 2023.
  • 832 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.