USA Financial Formulas
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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
Q3 		$60.4K Sell
163
-19
-10% -$6.71K 0.01% 213
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

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

USA Financial Formulas's WST Position: Q3 2026 in Review

USA Financial Formulas reduced its West Pharmaceutical (WST) stake by 10% in Q3 2026, selling an estimated $6.71K and leaving 163 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #213.

USA Financial Formulas first reported a position in WST in Q3 2016 and has held it in 21 quarters since. The position peaked at $1.52M in Q3 2020. 189 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • USA Financial Formulas held 163 shares of West Pharmaceutical worth $60.4K as of Q3 2026.
  • USA Financial Formulas sold 19 West Pharmaceutical shares in Q3 2026, an estimated $6.71K.
  • West Pharmaceutical made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #213 holding.
  • USA Financial Formulas first reported a position in West Pharmaceutical in Q3 2016 and has held it in 21 quarters since.
  • USA Financial Formulas's West Pharmaceutical position peaked at $1.52M in Q3 2020.
  • 189 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.