Rational Advisors’s West Pharmaceutical WST Stock Holding History

Rational 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 Q1	$13.1K	Buy	50 +25	+100%	+$6.22K	﹤0.01%	159
2025 Q4	$6.88K	Buy	25 +3	+14%	+$821	﹤0.01%	180
2025 Q3	$5.77K	Sell	22 -14	-39%	-$3.4K	﹤0.01%	189
2025 Q2	$7.88K	Buy	+36	New	+$7.7K	﹤0.01%	188
2023 Q4	–	Sell	-22	Closed	-$8.41K	–	280
2023 Q3	$8.41K	Hold	22	–	–	﹤0.01%	234
2023 Q2	$8.41K	Hold	22	–	–	﹤0.01%	223
2023 Q1	$7.62K	Hold	22	–	–	﹤0.01%	223
2022 Q4	$5.18K	Hold	22	–	–	﹤0.01%	220
2022 Q3	$5K	Buy	22 +1	+5%	+$305	﹤0.01%	232
2022 Q2	$6K	Buy	21 +1	+5%	+$325	﹤0.01%	226
2022 Q1	$8K	Buy	+20	New	+$7.83K	﹤0.01%	230
2015 Q3	$115K	Hold	2,116	–	–	0.05%	201
2015 Q2	$123K	Sell	2,116 -264	-11%	-$14.7K	0.04%	201
2015 Q1	$143K	Buy	2,380 +980	+70%	+$52.2K	0.04%	206
2014 Q4	$75K	Buy	+1,400	New	+$70K	0.02%	283
2013 Q4	–	Sell	-2,080	Closed	-$171K	–	885
2013 Q3	$171K	Hold	2,080	–	–	0.01%	536
2013 Q2	$73K	Buy	+2,080	New	+$68.5K	0.01%	696

Other funds holding WST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return