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Root Financial Partners’s West Pharmaceutical WST Stock Holding History

Root Financial Partners’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 		$28.1K Buy
112
+8
+8% +$1.99K ﹤0.01% 1155
2025
Q4 		$28.6K Buy
104
+40
+63% +$10.9K ﹤0.01% 976
2025
Q3 		$16.8K Buy
+64
New +$15.6K ﹤0.01% 1203

Other funds holding WST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B 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
GIM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's WST Position: Q1 2026 in Review

Root Financial Partners increased its West Pharmaceutical (WST) stake by 7.7% in Q1 2026, buying an estimated $1.99K and bringing the position to 112 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Root Financial Partners first reported a position in WST in Q3 2025 and has held it in 3 quarters since. The position peaked at $28.6K in Q4 2025. 753 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • Root Financial Partners held 112 shares of West Pharmaceutical worth $28.1K as of Q1 2026.
  • Root Financial Partners bought 8 West Pharmaceutical shares in Q1 2026, an estimated $1.99K.
  • West Pharmaceutical made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1155 holding.
  • Root Financial Partners first reported a position in West Pharmaceutical in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's West Pharmaceutical position peaked at $28.6K in Q4 2025.
  • 753 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.