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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

WST holding history

West Pharmaceutical Services Inc in every 13F filed by Marshall Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WST overviewAll 13F holders of WSTFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2021
Holdings of WST by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−762−100.0%Sold outHolders
Q4 2025762$209.7K<0.1%−108−12.4%ReducedHolders
Q3 2025870$228.3K<0.1%−78−8.2%ReducedHolders
Q2 2025948$209.9K<0.1%−12−1.3%ReducedHolders
Q1 2025960$214.9K<0.1%−52−5.1%ReducedHolders
Q4 20241,012$331.4K0.1%−1−0.1%ReducedHolders
Q3 20241,013$304.1K0.1%+1,013NewHolders
Q2 20220$00.0%−2,248−100.0%Sold outHolders
Q1 20222,248$923.0K0.4%+16+0.7%AddedHolders
Q4 20212,232$1.05M0.4%−12−0.5%ReducedHolders
Q3 20212,244$953.0K0.5%+96+4.5%AddedHolders
Q2 20212,148$771.0K0.4%+2,148NewHolders