TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA WST — WEST PHARMACEUTICAL SVSC IN

Ownership history in TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA  ·  4 quarters on record

AI Ownership Summary

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA reported WEST PHARMACEUTICAL SVSC IN (WST) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.38% in 2026 Q2. The latest visible filing shows WST at 0.38% 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 TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA's position in WEST PHARMACEUTICAL SVSC IN, 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
2026 Q2

WST was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA fund profile TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA full holdings
How TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 7.3% +4.7% ❌ 3,727 -293 -7.3% 0.38% $1.3M 2026-08-07 $354.07
2026 Q1 ADDED — — — 4,020 +3,950 +5642.9% 0.34% $1.0M 2026-05-15 $302.69
2025 Q4 UNCHANGED — — — 70 — 0% 0.00% $19K 2026-02-13 $250.14
2025 Q3 INITIATED — — — 70 — — 0.00% $18K 2025-11-14 $260.75

🏢 Other funds also holding WST

As of 2026 Q3 — sorted by position size

Seilern Investment Management Ltd 5.8% McCollum Christoferson Group LLC 3Y 7Y 3.95% North Growth Management Ltd. 3Y 7Y 3.16% AMI ASSET MANAGEMENT CORP 3Y 7Y 3.01% William Allan Corp 3Y 2.46% Birch Hill Investment Advisors LLC 3Y 7Y 2.42% Blue Zone Wealth Advisors, LLC 3Y 1.46% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 1.21% Border to Coast Pensions Partnership Ltd 3Y 1.12% FIRST NATIONAL BANK SIOUX FALLS 3Y 7Y 0.53%

FAQ About TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA and WST

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

How long has TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA reported owning WST?

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA reported WST across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported WST position in TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA's portfolio?

The largest reported portfolio weight for WST was 0.38% in 2026 Q2.

What is the latest reported WST position on this page?

The most recent filing on this page is 2026 Q2, when TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA reported 3,727 shares, equal to 0.38% of portfolio, with an estimated market value of $1.3M.

What does the chart on this WST ownership page compare?

The chart compares TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA'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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