Summit Place Financial Advisors’s West Pharmaceutical WST Stock Holding History

Summit Place Financial 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
2025 Q2	–	Sell	-1,391	Closed	-$311K	–	100
2025 Q1	$311K	Sell	1,391 -1,307	-48%	-$360K	0.18%	82
2024 Q4	$884K	Buy	2,698 +25	+0.9%	+$7.87K	0.5%	60
2024 Q3	$802K	Buy	2,673 +388	+17%	+$119K	0.45%	61
2024 Q2	$753K	Buy	2,285 +116	+5%	+$41K	0.45%	60
2024 Q1	$858K	Buy	2,169 +132	+6%	+$48.8K	0.5%	57
2023 Q4	$717K	Buy	2,037 +334	+20%	+$118K	0.47%	62
2023 Q3	$639K	Buy	1,703 +42	+3%	+$16.2K	0.45%	63
2023 Q2	$635K	Buy	1,661 +231	+16%	+$82.5K	0.41%	65
2023 Q1	$495K	Buy	+1,430	New	+$418K	0.35%	69

Other funds holding WST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Summit Place Financial Advisors's WST Position: Q2 2025 in Review

Summit Place Financial Advisors sold out of West Pharmaceutical (WST) in Q2 2025, closing a stake of 1,391 shares — an estimated $311K sold.

Summit Place Financial Advisors first reported a position in WST in Q1 2023 and held it in 9 quarters. The position peaked at $884K in Q4 2024. 731 funds tracked by Wall St. Rank hold WST as of Q2 2025.

Summit Place Financial Advisors reported no remaining West Pharmaceutical position as of Q2 2025 after selling out during the quarter.
Summit Place Financial Advisors sold 1,391 West Pharmaceutical shares in Q2 2025, an estimated $311K.
Summit Place Financial Advisors first reported a position in West Pharmaceutical in Q1 2023 and held it in 9 quarters.
Summit Place Financial Advisors's West Pharmaceutical position peaked at $884K in Q4 2024.
731 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2025.

Based on Summit Place Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.