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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
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 – 1675
2017
Q4 		$4K Buy
+36
New +$3.53K ﹤0.01% 1498

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VCM
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VPM
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State Street
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Artisan Partners
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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
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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