Wealth Alliance
WST icon

Wealth Alliance’s West Pharmaceutical WST Stock Holding History

Wealth Alliance’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 		$336K Sell
906
-46
-5% -$16.2K 0.03% 413
2026
Q2 		$342K Buy
952
+7
+0.7% +$2.14K 0.03% 418
2026
Q1 		$237K Buy
945
+35
+4% +$8.71K 0.02% 491
2025
Q4 		$251K Buy
910
+12
+1% +$3.28K 0.02% 480
2025
Q3 		$236K Buy
+898
New +$218K 0.02% 492
2025
Q2 		– Sell
-931
Closed -$208K – 571
2025
Q1 		$208K Buy
931
+11
+1% +$3.03K 0.03% 490
2024
Q4 		$301K Sell
920
-32
-3% -$10.1K 0.04% 384
2024
Q3 		$286K Buy
952
+43
+5% +$13.2K 0.03% 409
2024
Q2 		$300K Sell
909
-7
-0.8% -$2.47K 0.04% 382
2024
Q1 		$363K Sell
916
-4
-0.4% -$1.48K 0.05% 352
2023
Q4 		$324K Sell
920
-30
-3% -$10.6K 0.05% 360
2023
Q3 		$356K Sell
950
-75
-7% -$29K 0.06% 301
2023
Q2 		$392K Sell
1,025
-19
-2% -$6.79K 0.06% 305
2023
Q1 		$362K Buy
1,044
+43
+4% +$12.6K 0.06% 311
2022
Q4 		$236K Buy
+1,001
New +$237K 0.04% 416
2022
Q2 		– Sell
-692
Closed -$284K – 503
2022
Q1 		$284K Sell
692
-68
-9% -$26.6K 0.06% 338
2021
Q4 		$356K Sell
760
-16
-2% -$6.89K 0.07% 294
2021
Q3 		$329K Sell
776
-99
-11% -$41.7K 0.07% 296
2021
Q2 		$314K Sell
875
-173
-17% -$57.2K 0.07% 308
2021
Q1 		$295K Sell
1,048
-139
-12% -$39.8K 0.08% 293
2020
Q4 		$336K Sell
1,187
-43
-3% -$12.1K 0.1% 257
2020
Q3 		$338K Sell
1,230
-384
-24% -$102K 0.12% 207
2020
Q2 		$367K Sell
1,614
-380
-19% -$74.7K 0.15% 181
2020
Q1 		$304K Buy
+1,994
New +$307K 0.16% 156

Other funds holding WST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Alliance's WST Position: Q3 2026 in Review

Wealth Alliance reduced its West Pharmaceutical (WST) stake by 4.8% in Q3 2026, selling an estimated $16.2K and leaving 906 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #413.

Wealth Alliance first reported a position in WST in Q1 2020 and has held it in 24 quarters since. The position peaked at $392K in Q2 2023. 716 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • Wealth Alliance held 906 shares of West Pharmaceutical worth $336K as of Q3 2026.
  • Wealth Alliance sold 46 West Pharmaceutical shares in Q3 2026, an estimated $16.2K.
  • West Pharmaceutical made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #413 holding.
  • Wealth Alliance first reported a position in West Pharmaceutical in Q1 2020 and has held it in 24 quarters since.
  • Wealth Alliance's West Pharmaceutical position peaked at $392K in Q2 2023.
  • 716 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.