Roundview Capital’s West Pharmaceutical WST Stock Holding History

Roundview Capital’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	$1.69M	Sell	4,715 -70	-1%	-$21.4K	0.09%	180
2026 Q1	$1.2M	Buy	4,785 +981	+26%	+$244K	0.07%	198
2025 Q4	$1.05M	Buy	3,804 +3,021	+386%	+$826K	0.06%	203
2025 Q3	$205K	Buy	+783	New	+$190K	0.01%	325
2025 Q1	–	Sell	-11,940	Closed	-$3.91M	–	345
2024 Q4	$3.91M	Buy	11,940 +1,667	+16%	+$525K	0.27%	84
2024 Q3	$3.08M	Buy	10,273 +5,477	+114%	+$1.68M	0.22%	97
2024 Q2	$1.58M	Buy	4,796 +349	+8%	+$123K	0.12%	158
2024 Q1	$1.76M	Buy	4,447 +71	+2%	+$26.3K	0.14%	142
2023 Q4	$1.54M	Hold	4,376	–	–	0.14%	145
2023 Q3	$1.64M	Buy	4,376 +18	+0.4%	+$6.96K	0.17%	133
2023 Q2	$1.67M	Hold	4,358	–	–	0.16%	135
2023 Q1	$1.51M	Buy	4,358 +140	+3%	+$40.9K	0.16%	143
2022 Q4	$993K	Buy	4,218 +2,446	+138%	+$580K	0.11%	182
2022 Q3	$436K	Buy	+1,772	New	+$540K	0.06%	222

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Roundview Capital's WST Position: Q2 2026 in Review

Roundview Capital reduced its West Pharmaceutical (WST) stake by 1.5% in Q2 2026, selling an estimated $21.4K and leaving 4,715 shares worth $1.69M. The position accounts for 0.09% of the portfolio, ranked #180.

Roundview Capital first reported a position in WST in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.91M in Q4 2024. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Roundview Capital held 4,715 shares of West Pharmaceutical worth $1.69M as of Q2 2026.
Roundview Capital sold 70 West Pharmaceutical shares in Q2 2026, an estimated $21.4K.
West Pharmaceutical made up 0.09% of Roundview Capital's portfolio in Q2 2026, its #180 holding.
Roundview Capital first reported a position in West Pharmaceutical in Q3 2022 and has held it in 14 quarters since.
Roundview Capital's West Pharmaceutical position peaked at $3.91M in Q4 2024.
831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.