Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s West Pharmaceutical WST Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.83M Buy
17,369
+2,952
+20% +$1.04M 0.01% 1005
2026
Q2 		$4.89M Buy
14,417
+2,725
+23% +$833K 0.01% 1013
2026
Q1 		$2.98M Sell
11,692
-9,788
-46% -$2.44M 0.01% 1183
2025
Q4 		$6.03M Sell
21,480
-7,693
-26% -$2.1M 0.01% 929
2025
Q3 		$7.76M Buy
29,173
+2,621
+10% +$637K 0.01% 749
2025
Q2 		$5.9M Sell
26,552
-1,382
-5% -$295K 0.01% 833
2025
Q1 		$6.25M Sell
27,934
-2,318
-8% -$639K 0.01% 742
2024
Q4 		$9.9M Sell
30,252
-1,375
-4% -$433K 0.02% 557
2024
Q3 		$9.49M Sell
31,627
-642
-2% -$197K 0.02% 530
2024
Q2 		$10.6M Sell
32,269
-4,493
-12% -$1.59M 0.03% 475
2024
Q1 		$14.5M Sell
36,762
-303
-0.8% -$112K 0.04% 381
2023
Q4 		$13.1M Buy
37,065
+105
+0.3% +$37.2K 0.04% 375
2023
Q3 		$13.9M Buy
+36,960
New +$14.3M 0.05% 342
2022
Q4 		– Sell
-6,378
Closed -$1.59M – 376
2022
Q3 		$1.59M Buy
6,378
+2,613
+69% +$796K 0.02% 190
2022
Q2 		$1.2M Buy
+3,765
New +$1.23M 0.02% 238
2021
Q3 		– Sell
-4,099
Closed -$1.52M – 346
2021
Q2 		$1.52M Buy
4,099
+514
+14% +$170K 0.02% 154
2021
Q1 		$1.04M Buy
3,585
+141
+4% +$40.4K 0.02% 195
2020
Q4 		$1.03M Buy
+3,444
New +$966K 0.02% 164
2020
Q3 		– Sell
-6,021
Closed -$1.54M – 247
2020
Q2 		$1.54M Buy
+6,021
New +$1.18M 0.04% 141

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 Enhancement Advisory Services's WST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its West Pharmaceutical (WST) stake by 20% in Q3 2026, buying an estimated $1.04M and bringing the position to 17,369 shares worth $5.83M. The position accounts for 0.01% of the portfolio, ranked #1005.

Wealth Enhancement Advisory Services first reported a position in WST in Q2 2020 and has held it in 19 quarters since. The position peaked at $14.5M in Q1 2024. 716 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • Wealth Enhancement Advisory Services held 17,369 shares of West Pharmaceutical worth $5.83M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,952 West Pharmaceutical shares in Q3 2026, an estimated $1.04M.
  • West Pharmaceutical made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1005 holding.
  • Wealth Enhancement Advisory Services first reported a position in West Pharmaceutical in Q2 2020 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's West Pharmaceutical position peaked at $14.5M in Q1 2024.
  • 716 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.