Root Financial Partners
WST icon

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
Q3 		$65.3K Buy
+176
New +$62.1K ﹤0.01% 945
2026
Q2 		– Sell
-112
Closed -$28.1K – 3198
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
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's WST Position: Q3 2026 in Review

Root Financial Partners opened a new position in West Pharmaceutical (WST) in Q3 2026: 176 shares worth $65.3K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WST as recently as Q1 2026.

Root Financial Partners first reported a position in WST in Q3 2025 and has held it in 4 quarters since. 716 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • Root Financial Partners held 176 shares of West Pharmaceutical worth $65.3K as of Q3 2026.
  • West Pharmaceutical was a new Root Financial Partners position in Q3 2026.
  • West Pharmaceutical made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #945 holding.
  • Root Financial Partners first reported a position in West Pharmaceutical in Q3 2025 and has held it in 4 quarters since.
  • 716 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.