Strata Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Strata 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
2026 Q2	–	Sell	-838	Closed	-$210K	–	103
2026 Q1	$210K	Buy	838 +1	+0.1%	+$249	0.06%	86
2025 Q4	$230K	Buy	837 +1	+0.1%	+$274	0.06%	81
2025 Q3	$219K	Buy	+836	New	+$203K	0.06%	90
2025 Q1	–	Sell	-835	Closed	-$274K	–	80
2024 Q4	$274K	Buy	835 +10	+1%	+$3.15K	0.09%	68
2024 Q3	$248K	Sell	825 -1	-0.1%	-$306	0.08%	67
2024 Q2	$272K	Buy	826 +13	+2%	+$4.59K	0.09%	62
2024 Q1	$322K	Buy	813 +10	+1%	+$3.7K	0.11%	58
2023 Q4	$283K	Sell	803 -9	-1%	-$3.19K	0.11%	58
2023 Q3	$305K	Buy	+812	New	+$314K	0.15%	42
2023 Q1	$277K	Buy	+800	New	+$234K	0.14%	46

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 $3.37T AUM 44.26% 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

Strata Wealth Advisors's WST Position: Q2 2026 in Review

Strata Wealth Advisors sold out of West Pharmaceutical (WST) in Q2 2026, closing a stake of 838 shares — an estimated $210K sold.

Strata Wealth Advisors first reported a position in WST in Q1 2023 and held it in 10 quarters. The position peaked at $322K in Q1 2024. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Strata Wealth Advisors reported no remaining West Pharmaceutical position as of Q2 2026 after selling out during the quarter.
Strata Wealth Advisors sold 838 West Pharmaceutical shares in Q2 2026, an estimated $210K.
Strata Wealth Advisors first reported a position in West Pharmaceutical in Q1 2023 and held it in 10 quarters.
Strata Wealth Advisors's West Pharmaceutical position peaked at $322K in Q1 2024.
831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.