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Sequoia Financial Advisors’s West Pharmaceutical WST Stock Holding History

Sequoia 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 		$1.12M Sell
3,111
-214
-6% -$65.4K 0.01% 894
2026
Q1 		$833K Sell
3,325
-379
-10% -$94.3K ﹤0.01% 981
2025
Q4 		$1.02M Buy
3,704
+830
+29% +$227K 0.01% 876
2025
Q3 		$754K Buy
2,874
+518
+22% +$126K ﹤0.01% 932
2025
Q2 		$516K Buy
2,356
+1,192
+102% +$255K ﹤0.01% 984
2025
Q1 		$261K Sell
1,164
-170
-13% -$46.9K ﹤0.01% 1127
2024
Q4 		$437K Buy
1,334
+260
+24% +$81.8K ﹤0.01% 858
2024
Q3 		$322K Sell
1,074
-121
-10% -$37.1K ﹤0.01% 930
2024
Q2 		$394K Buy
1,195
+83
+7% +$29.3K ﹤0.01% 785
2024
Q1 		$440K Sell
1,112
-549
-33% -$203K 0.01% 728
2023
Q4 		$585K Buy
1,661
+776
+88% +$275K 0.01% 692
2023
Q3 		$332K Buy
885
+7
+0.8% +$2.71K 0.01% 652
2023
Q2 		$336K Buy
878
+8
+0.9% +$2.86K 0.01% 657
2023
Q1 		$301K Buy
+870
New +$254K 0.01% 625

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Sequoia Financial Advisors reduced its West Pharmaceutical (WST) stake by 6.4% in Q2 2026, selling an estimated $65.4K and leaving 3,111 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #894.

Sequoia Financial Advisors first reported a position in WST in Q1 2023 and has held it in 14 quarters since. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Sequoia Financial Advisors held 3,111 shares of West Pharmaceutical worth $1.12M as of Q2 2026.
  • Sequoia Financial Advisors sold 214 West Pharmaceutical shares in Q2 2026, an estimated $65.4K.
  • West Pharmaceutical made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #894 holding.
  • Sequoia Financial Advisors first reported a position in West Pharmaceutical in Q1 2023 and has held it in 14 quarters since.
  • 834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.