SF
WST icon

Summit Financial’s West Pharmaceutical WST Stock Holding History

Summit Financial’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 		$4.64M Buy
12,937
+336
+3% +$103K 0.05% 362
2026
Q1 		$3.16M Buy
12,601
+48
+0.4% +$11.9K 0.04% 441
2025
Q4 		$3.45M Sell
12,553
-745
-6% -$204K 0.05% 344
2025
Q3 		$3.49M Buy
13,298
+1,605
+14% +$390K 0.05% 338
2025
Q2 		$2.56M Buy
11,693
+859
+8% +$184K 0.06% 257
2025
Q1 		$2.43M Buy
+10,834
New +$2.99M 0.07% 231

Other funds holding WST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Summit Financial's WST Position: Q2 2026 in Review

Summit Financial increased its West Pharmaceutical (WST) stake by 2.7% in Q2 2026, buying an estimated $103K and bringing the position to 12,937 shares worth $4.64M. The position accounts for 0.05% of the portfolio, ranked #362.

Summit Financial first reported a position in WST in Q1 2025 and has held it in 6 quarters since. 830 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Summit Financial held 12,937 shares of West Pharmaceutical worth $4.64M as of Q2 2026.
  • Summit Financial bought 336 West Pharmaceutical shares in Q2 2026, an estimated $103K.
  • West Pharmaceutical made up 0.05% of Summit Financial's portfolio in Q2 2026, its #362 holding.
  • Summit Financial first reported a position in West Pharmaceutical in Q1 2025 and has held it in 6 quarters since.
  • 830 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.