Position in WST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,157,057
+$301,623 QoQ
Shares Held
3,223
-5.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#399
of 827 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Welch & Forbes LLC holds $72,808,395 across 5 Medical Instruments & Supplies names. WST ranks #4 (1.6% of the industry book) .
All Filings in WST
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,157,057 | 3,223 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $855,434 | 3,413 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $787,175 | 2,861 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $788,826 | 3,007 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $907,144 | 4,146 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,597,159 | 7,134 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,774,760 | 8,471 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,739,560 | 9,127 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,893,361 | 8,784 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,428,867 | 6,138 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,314,816 | 3,734 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,196,544 | 3,189 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,070,916 | 2,800 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $317,366 | 916 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||