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SageView Advisory Group’s West Pharmaceutical WST Stock Holding History

SageView Advisory Group’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 		– Sell
-230
Closed -$63.3K – 2443
2025
Q4 		$63.3K Buy
+230
New +$62.9K ﹤0.01% 982
2024
Q2 		– Sell
-769
Closed -$332K – 812
2024
Q1 		$332K Buy
+769
New +$284K 0.02% 393

Other funds holding WST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's WST Position: Q1 2026 in Review

SageView Advisory Group sold out of West Pharmaceutical (WST) in Q1 2026, closing a stake of 230 shares — an estimated $63.3K sold.

SageView Advisory Group first reported a position in WST in Q1 2024 and held it in 2 quarters. The position peaked at $332K in Q1 2024. 755 funds tracked by Wall St. Rank hold WST as of Q1 2026.

  • SageView Advisory Group reported no remaining West Pharmaceutical position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 230 West Pharmaceutical shares in Q1 2026, an estimated $63.3K.
  • SageView Advisory Group first reported a position in West Pharmaceutical in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's West Pharmaceutical position peaked at $332K in Q1 2024.
  • 755 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.