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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
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

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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

Root Financial Partners's WST Position: Q2 2026 in Review

Root Financial Partners sold out of West Pharmaceutical (WST) in Q2 2026, closing a stake of 112 shares — an estimated $28.1K sold.

Root Financial Partners first reported a position in WST in Q3 2025 and held it in 3 quarters. The position peaked at $28.6K in Q4 2025. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Root Financial Partners reported no remaining West Pharmaceutical position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 112 West Pharmaceutical shares in Q2 2026, an estimated $28.1K.
  • Root Financial Partners first reported a position in West Pharmaceutical in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's West Pharmaceutical position peaked at $28.6K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.