True Wealth Design’s West Pharmaceutical WST Stock Holding History

True Wealth Design’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	$45.2K	Buy	126 +29	+30%	+$8.87K	0.01%	528
2026 Q1	$24.3K	Sell	97 -122	-56%	-$30.4K	0.01%	638
2025 Q4	$60.3K	Sell	219 -1	-0.5%	-$274	0.02%	288
2025 Q3	$57.7K	Buy	220 +212	+2,650%	+$51.5K	0.02%	285
2025 Q2	$1.75K	Buy	8 +6	+300%	+$1.28K	﹤0.01%	1234
2025 Q1	$448	Hold	2	–	–	﹤0.01%	1582
2024 Q4	$656	Hold	2	–	–	﹤0.01%	1045
2024 Q3	$601	Hold	2	–	–	﹤0.01%	1070
2024 Q2	$659	Hold	2	–	–	﹤0.01%	608
2024 Q1	$792	Buy	2 +1	+100%	+$370	﹤0.01%	518
2023 Q4	$353	Sell	1 -1	-50%	-$354	﹤0.01%	571
2023 Q3	$751	Hold	2	–	–	﹤0.01%	355
2023 Q2	$765	Buy	2 +1	+100%	+$357	﹤0.01%	360
2023 Q1	$347	Hold	1	–	–	﹤0.01%	610
2022 Q4	$235	Buy	+1	New	+$237	﹤0.01%	639

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

True Wealth Design's WST Position: Q2 2026 in Review

True Wealth Design increased its West Pharmaceutical (WST) stake by 30% in Q2 2026, buying an estimated $8.87K and bringing the position to 126 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #528.

True Wealth Design first reported a position in WST in Q4 2022 and has held it in 15 quarters since. The position peaked at $60.3K in Q4 2025. 830 funds tracked by Wall St. Rank hold WST as of Q2 2026.

True Wealth Design held 126 shares of West Pharmaceutical worth $45.2K as of Q2 2026.
True Wealth Design bought 29 West Pharmaceutical shares in Q2 2026, an estimated $8.87K.
West Pharmaceutical made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #528 holding.
True Wealth Design first reported a position in West Pharmaceutical in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's West Pharmaceutical position peaked at $60.3K in Q4 2025.
830 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.