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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

Roundview Capital's WST Position: Q1 2026 in Review

Roundview Capital increased its West Pharmaceutical (WST) stake by 26% in Q1 2026, buying an estimated $244K and bringing the position to 4,785 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #198.

Roundview Capital first reported a position in WST in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.91M in Q4 2024. 753 funds tracked by Wall St. Rank hold WST as of Q1 2026.

Roundview Capital held 4,785 shares of West Pharmaceutical worth $1.2M as of Q1 2026.
Roundview Capital bought 981 West Pharmaceutical shares in Q1 2026, an estimated $244K.
West Pharmaceutical made up 0.07% of Roundview Capital's portfolio in Q1 2026, its #198 holding.
Roundview Capital first reported a position in West Pharmaceutical in Q3 2022 and has held it in 13 quarters since.
Roundview Capital's West Pharmaceutical position peaked at $3.91M in Q4 2024.
753 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.