Valued Wealth Advisors’s West Pharmaceutical WST Stock Holding History

Valued Wealth 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	$8.66K	Hold	24	–	–	﹤0.01%	334
2026 Q1	$6.04K	Hold	24	–	–	﹤0.01%	365
2025 Q4	$6.62K	Hold	24	–	–	﹤0.01%	266
2025 Q3	$6.31K	Hold	24	–	–	﹤0.01%	262
2025 Q2	$5.26K	Hold	24	–	–	﹤0.01%	279
2025 Q1	$5.38K	Sell	24 -6	-20%	-$1.65K	﹤0.01%	297
2024 Q4	$9.84K	Hold	30	–	–	0.01%	229
2024 Q3	$9.04K	Hold	30	–	–	0.01%	224
2024 Q2	$9.91K	Hold	30	–	–	0.01%	198
2024 Q1	$11.9K	Buy	30 +6	+25%	+$2.22K	0.01%	169
2023 Q4	$9.03K	Buy	+24	New	+$8.49K	0.01%	133

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Valued Wealth Advisors's WST Position: Q2 2026 in Review

Valued Wealth Advisors held its West Pharmaceutical (WST) position steady in Q2 2026 at 24 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Valued Wealth Advisors first reported a position in WST in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9K in Q1 2024. 834 funds tracked by Wall St. Rank hold WST as of Q2 2026.

Valued Wealth Advisors held 24 shares of West Pharmaceutical worth $8.66K as of Q2 2026.
Valued Wealth Advisors left its West Pharmaceutical share count unchanged in Q2 2026.
West Pharmaceutical made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #334 holding.
Valued Wealth Advisors first reported a position in West Pharmaceutical in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's West Pharmaceutical position peaked at $11.9K in Q1 2024.
834 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.