SWA
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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
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
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return