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Summit Trail Advisors’s West Pharmaceutical WST Stock Holding History

Summit Trail 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 		$2.67M Buy
7,426
+506
+7% +$155K 0.03% 422
2026
Q1 		$1.73M Buy
6,920
+1,136
+20% +$283K 0.02% 631
2025
Q4 		$1.59M Sell
5,784
-273
-5% -$74.7K 0.03% 547
2025
Q3 		$1.59M Buy
6,057
+4,712
+350% +$1.15M 0.02% 569
2025
Q2 		$294K Buy
+1,345
New +$288K 0.01% 924
2024
Q4 		– Sell
-755
Closed -$227K – 790
2024
Q3 		$227K Buy
755
+1
+0.1% +$306 0.01% 641
2024
Q2 		$248K Sell
754
-98
-12% -$34.6K 0.01% 535
2024
Q1 		$337K Buy
+852
New +$315K 0.01% 425
2018
Q1 		– Sell
-36
Closed -$4K – 1674
2017
Q4 		$4K Buy
+36
New +$3.53K ﹤0.01% 1498

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 Trail Advisors's WST Position: Q2 2026 in Review

Summit Trail Advisors increased its West Pharmaceutical (WST) stake by 7.3% in Q2 2026, buying an estimated $155K and bringing the position to 7,426 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #422.

Summit Trail Advisors first reported a position in WST in Q4 2017 and has held it in 9 quarters since. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Summit Trail Advisors held 7,426 shares of West Pharmaceutical worth $2.67M as of Q2 2026.
  • Summit Trail Advisors bought 506 West Pharmaceutical shares in Q2 2026, an estimated $155K.
  • West Pharmaceutical made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #422 holding.
  • Summit Trail Advisors first reported a position in West Pharmaceutical in Q4 2017 and has held it in 9 quarters since.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.