Annex Advisory Services, LLC

Position in WST — West Pharmaceutical Services Inc

CIK 1542287 BROOKFIELD, WI

Position in WST

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$379,468

-$33,451,196 QoQ

Shares Held

1,514

-98.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Annex Advisory Services, LLC holds $58,252,872 across 3 Medical Instruments & Supplies names. WST ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	66,193	$30,514,311
2	LMAT	Lemaitre Vascular Inc	250,610	$27,359,093
3	WST	West Pharmaceutical Services Inc This page	1,514	$379,468

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$379,468	1,514	-98.8%	Shares	Sole	2026-04-16
2025-12-31	$33,830,664	122,958	+8.7%	Shares	Sole	2026-01-26
2025-09-30	$29,684,738	113,158	+63.7%	Shares	Sole	2025-10-17
2025-06-30	$15,125,644	69,130	+15.5%	Shares	Sole	2025-07-11
2025-03-31	$13,402,800	59,866	+23.1%	Shares	Sole	2025-04-11
2024-12-31	$15,935,138	48,648	+34.8%	Shares	Sole	2025-01-16
2024-09-30	$10,829,772	36,080	+43.3%	Shares	Sole	2024-10-10
2024-06-30	$8,294,040	25,180	+19.9%	Shares	Sole	2024-07-12
2024-03-31	$8,307,535	20,994	-33.5%	Shares	Sole	2024-04-12
2023-12-31	$11,109,033	31,549	+24.3%	Shares	Sole	2024-02-13
2023-09-30	$9,522,829	25,380	+34.8%	Shares	Sole	2023-11-01
2023-06-30	$7,198,850	18,822	-4.4%	Shares	Sole	2023-07-24
2023-03-31	$6,820,261	19,685	+123.6%	Shares	Sole	2023-04-27
2022-12-31	$2,071,550	8,802	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.