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United Capital Financial Advisors’s West Pharmaceutical WST Stock Holding History

United Capital Financial Advisors’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 		$1.33M Buy
3,712
+19
+0.5% +$5.81K 0.01% 701
2026
Q1 		$926K Buy
3,693
+58
+2% +$14.4K 0.01% 788
2025
Q4 		$1M Buy
3,635
+26
+0.7% +$7.11K 0.01% 736
2025
Q3 		$947K Buy
3,609
+107
+3% +$26K 0.01% 655
2025
Q2 		$766K Buy
3,502
+555
+19% +$119K 0.01% 668
2025
Q1 		$660K Sell
2,947
-418
-12% -$115K 0.01% 673
2024
Q4 		$1.1M Buy
3,365
+107
+3% +$33.7K 0.01% 531
2024
Q3 		$978K Buy
3,258
+241
+8% +$73.8K 0.01% 543
2024
Q2 		$994K Sell
3,017
-325
-10% -$115K 0.01% 530
2024
Q1 		$1.32M Sell
3,342
-64
-2% -$23.7K 0.01% 506
2023
Q4 		$1.2M Buy
+3,406
New +$1.21M 0.01% 515
2022
Q4 		– Sell
-1,691
Closed -$416K – 1117
2022
Q3 		$416K Sell
1,691
-37
-2% -$11.3K ﹤0.01% 803
2022
Q2 		$522K Sell
1,728
-77
-4% -$25.1K ﹤0.01% 783
2022
Q1 		$741K Buy
1,805
+137
+8% +$53.6K ﹤0.01% 745
2021
Q4 		$782K Sell
1,668
-42
-2% -$18.1K ﹤0.01% 741
2021
Q3 		$726K Buy
1,710
+675
+65% +$285K ﹤0.01% 756
2021
Q2 		$372K Buy
+1,035
New +$342K ﹤0.01% 963
2019
Q3 		– Sell
-6,211
Closed -$777K – 1505
2019
Q2 		$777K Buy
+6,211
New +$733K 0.01% 893

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

United Capital Financial Advisors's WST Position: Q2 2026 in Review

United Capital Financial Advisors increased its West Pharmaceutical (WST) stake by 0.51% in Q2 2026, buying an estimated $5.81K and bringing the position to 3,712 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #701.

United Capital Financial Advisors first reported a position in WST in Q2 2019 and has held it in 18 quarters since. 830 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • United Capital Financial Advisors held 3,712 shares of West Pharmaceutical worth $1.33M as of Q2 2026.
  • United Capital Financial Advisors bought 19 West Pharmaceutical shares in Q2 2026, an estimated $5.81K.
  • West Pharmaceutical made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #701 holding.
  • United Capital Financial Advisors first reported a position in West Pharmaceutical in Q2 2019 and has held it in 18 quarters since.
  • 830 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.