SWM
WST icon

SHP Wealth Management’s West Pharmaceutical WST Stock Holding History

SHP Wealth Management’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 		$3.23K Buy
9
+3
+50% +$917 ﹤0.01% 1261
2026
Q1 		$1.5K Buy
+6
New +$1.49K ﹤0.01% 1362

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

SHP Wealth Management's WST Position: Q2 2026 in Review

SHP Wealth Management increased its West Pharmaceutical (WST) stake by 50% in Q2 2026, buying an estimated $917 and bringing the position to 9 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

SHP Wealth Management first reported a position in WST in Q1 2026 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • SHP Wealth Management held 9 shares of West Pharmaceutical worth $3.23K as of Q2 2026.
  • SHP Wealth Management bought 3 West Pharmaceutical shares in Q2 2026, an estimated $917.
  • West Pharmaceutical made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1261 holding.
  • SHP Wealth Management first reported a position in West Pharmaceutical in Q1 2026 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.