Wealth Enhancement Advisory Services
WST icon

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
Q2 		$780K Buy
+2,300
New +$703K ﹤0.01% 2283
2024
Q4 		– Sell
-3,100
Closed -$220K – 3127
2024
Q3 		$220K Hold
3,100
– – ﹤0.01% 2394
2024
Q2 		$151K Sell
3,100
-200
-6% -$70.7K ﹤0.01% 2343
2024
Q1 		$79.2K Buy
3,300
+1,600
+94% +$592K ﹤0.01% 2315
2023
Q4 		$5.82K Sell
1,700
-3,300
-66% -$1.17M ﹤0.01% 2302
2023
Q3 		$32.3K Buy
+5,000
New +$1.93M ﹤0.01% 2177

Other funds holding WST

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's WST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its West Pharmaceutical (WST) stake by 23% in Q2 2026, buying an estimated $833K and bringing the position to 14,417 shares worth $4.89M. The position accounts for 0.01% of the portfolio, ranked #1013.

Wealth Enhancement Advisory Services first reported a position in WST in Q2 2020 and has held it in 18 quarters since. The position peaked at $14.5M in Q1 2024. 219 funds tracked by Wall St. Rank hold WST as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,417 shares of West Pharmaceutical worth $4.89M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,725 West Pharmaceutical shares in Q2 2026, an estimated $833K.
  • West Pharmaceutical made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1013 holding.
  • Wealth Enhancement Advisory Services first reported a position in West Pharmaceutical in Q2 2020 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's West Pharmaceutical position peaked at $14.5M in Q1 2024.
  • 219 funds tracked by Wall St. Rank held West Pharmaceutical as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.