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Unique Wealth Strategies’s West Pharmaceutical WST Stock Holding History

Unique Wealth Strategies’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
Q2 		– Sell
-1,032
Closed -$231K – 239
2025
Q1 		$231K Buy
+1,032
New +$284K 0.1% 173
2024
Q3 		– Sell
-3
Closed -$1.19K – 680
2024
Q2 		$1.19K Buy
+3
New +$1.06K ﹤0.01% 532

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Unique Wealth Strategies's WST Position: Q2 2025 in Review

Unique Wealth Strategies sold out of West Pharmaceutical (WST) in Q2 2025, closing a stake of 1,032 shares — an estimated $231K sold.

Unique Wealth Strategies first reported a position in WST in Q2 2024 and held it in 2 quarters. The position peaked at $231K in Q1 2025. 730 funds tracked by Wall St. Rank hold WST as of Q2 2025.

  • Unique Wealth Strategies reported no remaining West Pharmaceutical position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,032 West Pharmaceutical shares in Q2 2025, an estimated $231K.
  • Unique Wealth Strategies first reported a position in West Pharmaceutical in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's West Pharmaceutical position peaked at $231K in Q1 2025.
  • 730 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.