Position in WST
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,313,604
-$3,702,198 QoQ
Shares Held
5,241
-71.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.06067544361763.ToString("F0")%
Shared 0.ToString("F0")%
None 97.93932455638237.ToString("F0")%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,740,470 across 39 Medical Instruments & Supplies names. WST ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
This page
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in WST
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,313,604 | 5,241 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,015,802 | 18,230 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,493,450 | 17,129 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $511,992 | 2,340 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $330,894 | 1,478 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $475,617 | 1,452 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $430,429 | 1,434 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $512,201 | 1,555 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $681,808 | 1,723 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $559,870 | 1,590 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $605,588 | 1,614 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $585,561 | 1,531 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $503,420 | 1,453 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $339,610 | 1,443 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $315,474 | 1,282 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $349,237 | 1,155 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $623,457 | 1,518 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $499,495 | 1,065 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $116,348 | 324 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $91,296 | 324 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $91,792 | 324 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $89,067 | 324 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $73,603 | 324 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $49,329 | 324 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||