MPWM ADVISORY SOLUTIONS, LLC WST — WEST PHARMACEUTICAL

Ownership history in MPWM ADVISORY SOLUTIONS, LLC  ·  5 quarters on record

AI Ownership Summary

MPWM ADVISORY SOLUTIONS, LLC reported WEST PHARMACEUTICAL (WST) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q3. The latest visible filing shows WST at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MPWM ADVISORY SOLUTIONS, LLC's position in WEST PHARMACEUTICAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WST was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WST stock page MPWM ADVISORY SOLUTIONS, LLC fund profile MPWM ADVISORY SOLUTIONS, LLC full holdings
How MPWM ADVISORY SOLUTIONS, LLC held WST — position size vs. price
% of Fund (quarterly)    WST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 2,076 — 0% 0.32% $571K 2026-02-14 (Est.) $250.30
2025 Q3 UNCHANGED — — — 2,076 — 0% 0.32% $545K 2025-11-14 $260.92
2025 Q2 ADDED — — — 2,076 +2,074 +103700.0% 0.29% $454K 2025-08-14 $245.59
2025 Q1 UNCHANGED — — — 2 — 0% 0.00% $448 2025-05-15 $209.99
2024 Q4 INITIATED — — — 2 — — 0.00% $655 2025-02-18 $210.10

🏢 Other funds also holding WST

As of 2026 Q1 — sorted by position size

Seilern Investment Management Ltd 6.76% McCollum Christoferson Group LLC 3Y 7Y 2.89% AMI ASSET MANAGEMENT CORP 3Y 7Y 2.47% North Growth Management Ltd. 3Y 7Y 2.38% GRACE & WHITE INC /NY 3Y 7Y 1.93% Birch Hill Investment Advisors LLC 3Y 7Y 1.81% RIVERBRIDGE PARTNERS LLC 3Y 7Y 1.6% Blue Zone Wealth Advisors, LLC 3Y 1.48% Border to Coast Pensions Partnership Ltd 3Y 0.96% BROOKTREE CAPITAL MANAGEMENT 3Y 0.87%

FAQ About MPWM ADVISORY SOLUTIONS, LLC and WST

These are the practical questions this page is built to answer before you even open the full history table.

How long has MPWM ADVISORY SOLUTIONS, LLC reported owning WST?

MPWM ADVISORY SOLUTIONS, LLC reported WST across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported WST position in MPWM ADVISORY SOLUTIONS, LLC's portfolio?

The largest reported portfolio weight for WST was 0.32% in 2025 Q3.

What is the latest reported WST position on this page?

The most recent filing on this page is 2025 Q4, when MPWM ADVISORY SOLUTIONS, LLC reported 2,076 shares, equal to 0.32% of portfolio, with an estimated market value of $571K.

What does the chart on this WST ownership page compare?

The chart compares MPWM ADVISORY SOLUTIONS, LLC's quarterly WST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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