TWP
WST icon

Triad Wealth Partners’s West Pharmaceutical WST Stock Holding History

Triad Wealth Partners’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 		$284K Buy
+817
New +$250K 0.02% 460
2024
Q3 		– Sell
-17
Closed -$5.6K – 954
2024
Q2 		$5.6K Buy
+17
New +$6.01K ﹤0.01% 544

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

Triad Wealth Partners's WST Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in West Pharmaceutical (WST) in Q2 2026: 817 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in WST as recently as Q2 2024.

Triad Wealth Partners first reported a position in WST in Q2 2024 and has held it in 2 quarters since. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Triad Wealth Partners held 817 shares of West Pharmaceutical worth $284K as of Q2 2026.
  • West Pharmaceutical was a new Triad Wealth Partners position in Q2 2026.
  • West Pharmaceutical made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #460 holding.
  • Triad Wealth Partners first reported a position in West Pharmaceutical in Q2 2024 and has held it in 2 quarters since.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.