Position in WST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$312,330
+$99,788 QoQ
Shares Held
870
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#581
of 827 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $16,033,220 across 34 Medical Instruments & Supplies names. WST ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,807 | $10,262,926 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,164 | $2,294,768 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,098 | $638,269 | |
| 4 | ALGN |
Align Technology Inc
|
3,393 | $572,263 | |
| 5 | SOLV |
Solventum Corp
|
5,018 | $387,138 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,453 | $319,324 | |
| 7 | WST |
West Pharmaceutical Services Inc
This page
|
870 | $312,330 | |
| 8 | RMD |
Resmed Inc
|
1,286 | $250,615 |
All Filings in WST
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,330 | 870 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $212,542 | 848 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $283,669 | 1,031 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $201,994 | 770 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $99,991 | 457 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $101,865 | 455 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $45,203 | 138 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $32,717 | 109 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $115,615 | 351 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $138,498 | 350 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $117,608 | 334 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $135,450 | 361 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $143,808 | 376 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $148,982 | 430 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $92,963 | 395 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $61,766 | 251 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,191 | 123 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $29,571 | 72 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $14,070 | 30 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $11,887 | 28 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||