Simplex Trading
WEST icon

Simplex Trading’s Westrock Coffee WEST Stock Holding History

Simplex Trading’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4K Buy
1,400
+1,200
+600% +$8.61K ﹤0.01% 7587
2026
Q1 		$850 Sell
200
-1,700
-89% -$7.59K ﹤0.01% 8630
2025
Q4 		$7.73K Buy
1,900
+1,400
+280% +$6.13K ﹤0.01% 7153
2025
Q3 		$2K Sell
500
-6,000
-92% -$36.1K ﹤0.01% 8740
2025
Q2 		$37K Buy
6,500
+200
+3% +$1.29K ﹤0.01% 6221
2025
Q1 		$45K Buy
6,300
+5,500
+688% +$36K ﹤0.01% 5887
2024
Q4 		$5K Buy
800
+600
+300% +$4.12K ﹤0.01% 7675
2024
Q3 		$1K Sell
200
-53,000
-100% -$466K ﹤0.01% 8305
2024
Q2 		$544K Sell
53,200
-27,400
-34% -$282K ﹤0.01% 3583
2024
Q1 		$832K Sell
80,600
-87,200
-52% -$880K ﹤0.01% 3313
2023
Q4 		$1.71M Buy
167,800
+42,900
+34% +$384K ﹤0.01% 2492
2023
Q3 		$1.11M Buy
124,900
+92,400
+284% +$962K ﹤0.01% 2563
2023
Q2 		$353K Sell
32,500
-3,600
-10% -$41.7K ﹤0.01% 3668
2023
Q1 		$441K Sell
36,100
-82,400
-70% -$1.01M ﹤0.01% 3409
2022
Q4 		$1.58M Buy
118,500
+99,300
+517% +$1.19M ﹤0.01% 2047
2022
Q3 		$198K Buy
+19,200
New +$204K ﹤0.01% 4624

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Simplex Trading's WEST Position: Q2 2026 in Review

Simplex Trading sold out of Westrock Coffee (WEST) in Q2 2026, closing a stake of 3,631 shares — an estimated $26.1K sold.

Simplex Trading first reported a position in WEST in Q3 2022 and held it in 11 quarters. The position peaked at $279K in Q4 2022. 149 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Simplex Trading reported no remaining Westrock Coffee position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 3,631 Westrock Coffee shares in Q2 2026, an estimated $26.1K.
  • Simplex Trading first reported a position in Westrock Coffee in Q3 2022 and held it in 11 quarters.
  • Simplex Trading's Westrock Coffee position peaked at $279K in Q4 2022.
  • 149 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.