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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound Financial Strategies Group's WST Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of West Pharmaceutical (WST) in Q1 2026, closing a stake of 1,600 shares — an estimated $440K sold.

Sound Financial Strategies Group first reported a position in WST in Q4 2020 and held it in 10 quarters. The position peaked at $1.63M in Q1 2022. 754 funds tracked by Wall St. Rank hold WST as of Q1 2026.

Sound Financial Strategies Group reported no remaining West Pharmaceutical position as of Q1 2026 after selling out during the quarter.
Sound Financial Strategies Group sold 1,600 West Pharmaceutical shares in Q1 2026, an estimated $440K.
Sound Financial Strategies Group first reported a position in West Pharmaceutical in Q4 2020 and held it in 10 quarters.
Sound Financial Strategies Group's West Pharmaceutical position peaked at $1.63M in Q1 2022.
754 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.