UFF
WST icon

USA Financial Formulas’s West Pharmaceutical WST Stock Holding History

USA Financial Formulas’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 		$65.3K Sell
182
-57
-24% -$17.4K 0.01% 236
2026
Q1 		$59.9K Sell
239
-179
-43% -$44.5K 0.01% 212
2025
Q4 		$115K Sell
418
-170
-29% -$46.5K 0.02% 184
2025
Q3 		$154K Buy
+588
New +$143K 0.03% 166
2024
Q3 		– Sell
-712
Closed -$235K – 371
2024
Q2 		$235K Sell
712
-116
-14% -$41K 0.04% 145
2024
Q1 		$328K Buy
828
+29
+4% +$10.7K 0.05% 138
2023
Q4 		$281K Buy
799
+170
+27% +$60.2K 0.05% 125
2023
Q3 		$236K Buy
629
+627
+31,350% +$242K 0.35% 77
2023
Q2 		$765 Hold
2
– – ﹤0.01% 393
2023
Q1 		$693 Buy
+2
New +$584 ﹤0.01% 324
2022
Q3 		$0 Sell
2
-6
-75% -$1.83K ﹤0.01% 430
2022
Q2 		$2K Buy
8
+6
+300% +$1.95K ﹤0.01% 224
2022
Q1 		$1K Sell
2
-2,978
-100% -$1.17M ﹤0.01% 338
2021
Q4 		$1.4M Buy
2,980
+1,184
+66% +$510K 1.2% 43
2021
Q3 		$762K Buy
+1,796
New +$757K 0.68% 80
2021
Q1 		– Sell
-4,834
Closed -$1.37M – 438
2020
Q4 		$1.37M Sell
4,834
-692
-13% -$194K 1.08% 28
2020
Q3 		$1.52M Buy
5,526
+3,851
+230% +$1.02M 1.15% 34
2020
Q2 		$381K Sell
1,675
-2,533
-60% -$498K 0.28% 53
2020
Q1 		$641K Buy
+4,208
New +$648K 0.41% 73
2016
Q4 		– Sell
-3,094
Closed -$231K – 361
2016
Q3 		$231K Buy
+3,094
New +$246K 0.06% 211

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

USA Financial Formulas's WST Position: Q2 2026 in Review

USA Financial Formulas reduced its West Pharmaceutical (WST) stake by 24% in Q2 2026, selling an estimated $17.4K and leaving 182 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #236.

USA Financial Formulas first reported a position in WST in Q3 2016 and has held it in 20 quarters since. The position peaked at $1.52M in Q3 2020. 831 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • USA Financial Formulas held 182 shares of West Pharmaceutical worth $65.3K as of Q2 2026.
  • USA Financial Formulas sold 57 West Pharmaceutical shares in Q2 2026, an estimated $17.4K.
  • West Pharmaceutical made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #236 holding.
  • USA Financial Formulas first reported a position in West Pharmaceutical in Q3 2016 and has held it in 20 quarters since.
  • USA Financial Formulas's West Pharmaceutical position peaked at $1.52M in Q3 2020.
  • 831 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.