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United Financial Planning Group’s West Pharmaceutical WST Stock Holding History

United Financial Planning Group’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 		$4.31K Hold
12
– – ﹤0.01% 399
2026
Q1 		$3.01K Buy
+12
New +$2.99K ﹤0.01% 399

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 Financial Planning Group's WST Position: Q2 2026 in Review

United Financial Planning Group held its West Pharmaceutical (WST) position steady in Q2 2026 at 12 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

United Financial Planning Group first reported a position in WST in Q1 2026 and has held it in 2 quarters since. 830 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • United Financial Planning Group held 12 shares of West Pharmaceutical worth $4.31K as of Q2 2026.
  • United Financial Planning Group left its West Pharmaceutical share count unchanged in Q2 2026.
  • West Pharmaceutical made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #399 holding.
  • United Financial Planning Group first reported a position in West Pharmaceutical in Q1 2026 and has held it in 2 quarters since.
  • 830 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.