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Wallace Advisory Group’s West Pharmaceutical WST Stock Holding History

Wallace Advisory 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
2025
Q3 		– Sell
-1,210
Closed -$271K – 186
2025
Q2 		$271K Buy
1,210
+276
+30% +$59K 0.2% 146
2025
Q1 		$306K Buy
934
+3
+0.3% +$827 0.21% 139
2024
Q4 		$279K Sell
931
-12
-1% -$3.78K 0.19% 145
2024
Q3 		$311K Sell
943
-23
-2% -$7.04K 0.23% 117
2024
Q2 		$318K Buy
966
+9
+0.9% +$3.18K 0.23% 116
2024
Q1 		$337K Buy
957
+41
+4% +$15.2K 0.25% 108
2023
Q4 		$344K Sell
916
-117
-11% -$41.4K 0.27% 97
2023
Q3 		$395K Sell
1,033
-10
-1% -$3.87K 0.28% 96
2023
Q2 		$361K Hold
1,043
– – 0.27% 101
2023
Q1 		$361K Buy
1,043
+7
+0.7% +$2.04K 0.27% 101
2022
Q4 		$244K Buy
+1,036
New +$245K 0.19% 126

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wallace Advisory Group's WST Position: Q3 2025 in Review

Wallace Advisory Group sold out of West Pharmaceutical (WST) in Q3 2025, closing a stake of 1,210 shares — an estimated $271K sold.

Wallace Advisory Group first reported a position in WST in Q4 2022 and held it in 11 quarters. The position peaked at $395K in Q3 2023. 756 funds tracked by Wall St. Rank hold WST as of Q3 2025.

  • Wallace Advisory Group reported no remaining West Pharmaceutical position as of Q3 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 1,210 West Pharmaceutical shares in Q3 2025, an estimated $271K.
  • Wallace Advisory Group first reported a position in West Pharmaceutical in Q4 2022 and held it in 11 quarters.
  • Wallace Advisory Group's West Pharmaceutical position peaked at $395K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2025.

Based on Wallace Advisory Group's 13F filing for Q3 2025, filed 16 Oct 2025.