UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 1463217
IRVING, TX
Position in WST
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,332,608
+$406,995 QoQ
Shares Held
3,712
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#382
of 831 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $429,374,916 across 11 Medical Instruments & Supplies names. WST ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGEN |
Repligen Corp
|
2,790,650 | $380,756,286 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
100,190 | $39,843,559 | |
| 3 | ALGN |
Align Technology Inc
|
14,642 | $2,469,519 | |
| 4 | BDX |
Becton Dickinson & Co
|
10,231 | $1,548,257 | |
| 5 | WST |
West Pharmaceutical Services Inc
This page
|
3,712 | $1,332,608 | |
| 6 | RMD |
Resmed Inc
|
5,671 | $1,105,164 | |
| 7 | SOLV |
Solventum Corp
|
8,188 | $631,704 | |
| 8 | BAX |
Baxter International Inc
|
29,035 | $619,026 |
All Filings in WST
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,332,608 | 3,712 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $925,613 | 3,693 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,000,133 | 3,635 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $946,748 | 3,609 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $766,237 | 3,502 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $659,774 | 2,947 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,102,239 | 3,365 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $977,921 | 3,258 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $993,769 | 3,017 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,322,462 | 3,342 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,199,320 | 3,406 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $416,121 | 1,691 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $522,495 | 1,728 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $741,331 | 1,805 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $782,308 | 1,668 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $725,963 | 1,710 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $371,668 | 1,035 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||