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 Q3	$56.4K	Buy	152 +26	+21%	+$9.18K	0.01%	468
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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MCG

McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return

True Wealth Design's WST Position: Q3 2026 in Review

True Wealth Design increased its West Pharmaceutical (WST) stake by 21% in Q3 2026, buying an estimated $9.18K and bringing the position to 152 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #468.

True Wealth Design first reported a position in WST in Q4 2022 and has held it in 16 quarters since. The position peaked at $60.3K in Q4 2025. 141 funds tracked by Wall St. Rank hold WST as of Q3 2026.

True Wealth Design held 152 shares of West Pharmaceutical worth $56.4K as of Q3 2026.
True Wealth Design bought 26 West Pharmaceutical shares in Q3 2026, an estimated $9.18K.
West Pharmaceutical made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #468 holding.
True Wealth Design first reported a position in West Pharmaceutical in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's West Pharmaceutical position peaked at $60.3K in Q4 2025.
141 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.