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SFMG Wealth Advisors’s West Pharmaceutical WST Stock Holding History

SFMG Wealth 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
2025
Q3 		– Sell
-1,037
Closed -$227K – 313
2025
Q2 		$227K Hold
1,037
– – 0.02% 246
2025
Q1 		$232K Sell
1,037
-4
-0.4% -$1.1K 0.02% 240
2024
Q4 		$341K Sell
1,041
-5
-0.5% -$1.57K 0.03% 183
2024
Q3 		$314K Buy
1,046
+16
+2% +$4.9K 0.03% 196
2024
Q2 		$339K Sell
1,030
-1
-0.1% -$353 0.03% 180
2024
Q1 		$408K Buy
1,031
+4
+0.4% +$1.48K 0.04% 168
2023
Q4 		$362K Buy
1,027
+1
+0.1% +$354 0.03% 172
2023
Q3 		$385K Sell
1,026
-20
-2% -$7.73K 0.04% 153
2023
Q2 		$400K Buy
1,046
+13
+1% +$4.64K 0.04% 147
2023
Q1 		$358K Buy
1,033
+11
+1% +$3.21K 0.04% 161
2022
Q4 		$241K Sell
1,022
-6,119
-86% -$1.45M 0.03% 201
2022
Q3 		$1.71M Buy
7,141
+1,447
+25% +$441K 0.2% 62
2022
Q2 		$1.72M Buy
5,694
+4,670
+456% +$1.52M 0.2% 64
2022
Q1 		$421K Hold
1,024
– – 0.04% 159
2021
Q4 		$480K Hold
1,024
– – 0.05% 155
2021
Q3 		$435K Buy
1,024
+7
+0.7% +$2.95K 0.05% 159
2021
Q2 		$365K Hold
1,017
– – 0.04% 178
2021
Q1 		$287K Hold
1,017
– – 0.03% 187
2020
Q4 		$288K Buy
+1,017
New +$285K 0.04% 171

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

SFMG Wealth Advisors's WST Position: Q3 2025 in Review

SFMG Wealth Advisors sold out of West Pharmaceutical (WST) in Q3 2025, closing a stake of 1,037 shares — an estimated $227K sold.

SFMG Wealth Advisors first reported a position in WST in Q4 2020 and held it in 19 quarters. The position peaked at $1.72M in Q2 2022. 758 funds tracked by Wall St. Rank hold WST as of Q3 2025.

  • SFMG Wealth Advisors reported no remaining West Pharmaceutical position as of Q3 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,037 West Pharmaceutical shares in Q3 2025, an estimated $227K.
  • SFMG Wealth Advisors first reported a position in West Pharmaceutical in Q4 2020 and held it in 19 quarters.
  • SFMG Wealth Advisors's West Pharmaceutical position peaked at $1.72M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2025.

Based on SFMG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.