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Wealthspire Advisors (New York)’s Westrock Coffee WEST Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,060
Closed -$292 – 2887
2025
Q3 		$292 Buy
+1,060
New +$6.38K ﹤0.01% 2897

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

Wealthspire Advisors (New York)'s WEST Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Westrock Coffee (WEST) in Q4 2025, closing a stake of 1,060 shares — an estimated $292 sold.

Wealthspire Advisors (New York) first reported a position in WEST in Q3 2025 and held it in 1 quarter. The position peaked at $292 in Q3 2025. 126 funds tracked by Wall St. Rank hold WEST as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Westrock Coffee position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,060 Westrock Coffee shares in Q4 2025, an estimated $292.
  • Wealthspire Advisors (New York) first reported a position in Westrock Coffee in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Westrock Coffee position peaked at $292 in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Westrock Coffee as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.