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Summit Wealth Group (Colorado)’s West Pharmaceutical WST Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-2,626
Closed -$985K – 655
2025
Q3 		$985K Buy
+2,626
New +$638K 0.1% 167

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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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 Wealth Group (Colorado)'s WST Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of West Pharmaceutical (WST) in Q4 2025, closing a stake of 2,626 shares — an estimated $985K sold.

Summit Wealth Group (Colorado) first reported a position in WST in Q3 2025 and held it in 1 quarter. The position peaked at $985K in Q3 2025. 804 funds tracked by Wall St. Rank hold WST as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining West Pharmaceutical position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,626 West Pharmaceutical shares in Q4 2025, an estimated $985K.
  • Summit Wealth Group (Colorado) first reported a position in West Pharmaceutical in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s West Pharmaceutical position peaked at $985K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.