COLDSTREAM CAPITAL MANAGEMENT INC
Position in WST — West Pharmaceutical Services Inc
CIK 1082339
BELLEVUE, WA
Position in WST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$837,188
+$262,471 QoQ
Shares Held
2,332
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#437
of 827 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $8,405,493 across 13 Medical Instruments & Supplies names. WST ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
9,385 | $3,732,226 | |
| 2 | WST |
West Pharmaceutical Services Inc
This page
|
2,332 | $837,188 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,318 | $653,442 | |
| 4 | RMD |
Resmed Inc
|
3,085 | $601,204 | |
| 5 | ATR |
Aptargroup, Inc.
|
3,556 | $445,211 | |
| 6 | ALGN |
Align Technology Inc
|
2,433 | $410,349 | |
| 7 | BAX |
Baxter International Inc
|
18,545 | $395,379 | |
| 8 | SOLV |
Solventum Corp
|
4,669 | $360,213 |
All Filings in WST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,188 | 2,332 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $574,717 | 2,293 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $574,767 | 2,089 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $719,046 | 2,741 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $495,363 | 2,264 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $424,924 | 1,898 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $744,543 | 2,273 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $708,977 | 2,362 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $862,013 | 2,617 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,052,984 | 2,661 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $753,888 | 2,141 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $568,067 | 1,514 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $551,521 | 1,442 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $493,373 | 1,424 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $305,719 | 1,299 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $391,569 | 1,295 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $513,798 | 1,251 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $630,818 | 1,345 | Shares | Sole | 2022-02-11 | |
| 2020-06-30 | $387,552 | 1,706 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $292,624 | 1,922 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||