RTD Financial Advisors’s West Pharmaceutical WST Stock Holding History

RTD Financial Advisors’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	$547K	Hold	1,524	–	–	0.06%	91
2026 Q1	$382K	Hold	1,524	–	–	0.05%	96
2025 Q4	$419K	Hold	1,524	–	–	0.05%	90
2025 Q3	$400K	Hold	1,524	–	–	0.05%	86
2025 Q2	$333K	Hold	1,524	–	–	0.04%	90
2025 Q1	$341K	Hold	1,524	–	–	0.05%	95
2024 Q4	$499K	Hold	1,524	–	–	0.06%	80
2024 Q3	$457K	Buy	1,524 +832	+120%	+$255K	0.06%	87
2024 Q2	$228K	Buy	+692	New	+$245K	0.03%	107

Other funds holding WST

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

SIM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

MCG

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RTD Financial Advisors's WST Position: Q2 2026 in Review

RTD Financial Advisors held its West Pharmaceutical (WST) position steady in Q2 2026 at 1,524 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #91.

RTD Financial Advisors first reported a position in WST in Q2 2024 and has held it in 9 quarters since. 136 funds tracked by Wall St. Rank hold WST as of Q2 2026.

RTD Financial Advisors held 1,524 shares of West Pharmaceutical worth $547K as of Q2 2026.
RTD Financial Advisors left its West Pharmaceutical share count unchanged in Q2 2026.
West Pharmaceutical made up 0.06% of RTD Financial Advisors's portfolio in Q2 2026, its #91 holding.
RTD Financial Advisors first reported a position in West Pharmaceutical in Q2 2024 and has held it in 9 quarters since.
136 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.