Position in WST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$32,495,962
+$11,599,604 QoQ
Shares Held
90,518
+8.6% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#98
of 831 holders
Holding Since
Sep 2020
22 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, 2026Creative Planning holds $195,883,119 across 27 Medical Instruments & Supplies names. WST ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
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|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
|
132,357 | $8,881,154 |
All Filings in WST
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,495,962 | 90,518 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,896,358 | 83,372 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,874,179 | 79,502 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,725,371 | 59,945 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,434,706 | 52,261 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $11,316,686 | 50,548 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,399,618 | 50,066 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,119,359 | 50,371 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $15,430,269 | 46,845 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $18,276,261 | 46,186 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $15,777,792 | 44,808 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,861,936 | 44,940 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,239,202 | 3,240 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $925,767 | 2,672 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $465,051 | 1,976 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $389,544 | 1,583 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $414,851 | 1,372 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $360,192 | 877 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $340,032 | 725 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $1,050,757 | 3,729 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $992,718 | 3,504 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $308,162 | 1,121 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||