Sound Financial Strategies Group’s West Pharmaceutical WST Stock Holding History

Sound Financial Strategies 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 Q2	$388K	Buy	+1,081	New	+$330K	0.25%	58
2026 Q1	–	Sell	-1,600	Closed	-$440K	–	126
2025 Q4	$440K	Buy	+1,600	New	+$438K	0.31%	95
2025 Q2	–	Sell	-2,428	Closed	-$544K	–	105
2025 Q1	$544K	Buy	+2,428	New	+$669K	0.49%	80
2024 Q4	–	Sell	-2,159	Closed	-$648K	–	102
2024 Q3	$648K	Buy	2,159 +246	+13%	+$75.3K	0.52%	61
2024 Q2	$630K	Buy	+1,913	New	+$676K	0.55%	58
2022 Q2	–	Sell	-3,961	Closed	-$1.63M	–	72
2022 Q1	$1.63M	Buy	3,961 +1,023	+35%	+$400K	0.9%	19
2021 Q4	$1.38M	Sell	2,938 -53	-2%	-$22.8K	0.69%	17
2021 Q3	$1.27M	Sell	2,991 -463	-13%	-$195K	0.64%	16
2021 Q2	$1.24M	Sell	3,454 -785	-19%	-$259K	0.62%	17
2021 Q1	$1.19M	Buy	4,239 +2,142	+102%	+$613K	0.61%	13
2020 Q4	$594K	Buy	+2,097	New	+$588K	0.32%	52

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Sound Financial Strategies Group's WST Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in West Pharmaceutical (WST) in Q2 2026: 1,081 shares worth $388K. The stake represents 0.25% of the portfolio and ranks #58 among its holdings. This is a return to the name: Sound Financial Strategies Group previously reported a position in WST as recently as Q4 2025.

Sound Financial Strategies Group first reported a position in WST in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.63M in Q1 2022. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Sound Financial Strategies Group held 1,081 shares of West Pharmaceutical worth $388K as of Q2 2026.
West Pharmaceutical was a new Sound Financial Strategies Group position in Q2 2026.
West Pharmaceutical made up 0.25% of Sound Financial Strategies Group's portfolio in Q2 2026, its #58 holding.
Sound Financial Strategies Group first reported a position in West Pharmaceutical in Q4 2020 and has held it in 11 quarters since.
Sound Financial Strategies Group's West Pharmaceutical position peaked at $1.63M in Q1 2022.
834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.