Position in WST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$212,542
-$71,127 QoQ
Shares Held
848
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.1179245283018868.ToString("F0")%
Shared 0.ToString("F0")%
None 99.88207547169812.ToString("F0")%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Allworth Financial LP holds $18,061,428 across 39 Medical Instruments & Supplies names. WST ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
27,819 | $12,824,280 | |
| 2 | BDX |
Becton Dickinson & Co
|
13,731 | $2,158,925 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,821 | $733,562 | |
| 4 | ALGN |
Align Technology Inc
|
3,292 | $564,347 | |
| 5 | COO |
Cooper Companies, Inc.
|
5,029 | $359,573 | |
| 6 | SOLV |
Solventum Corp
|
4,752 | $310,305 | |
| 7 | RMD |
Resmed Inc
|
1,016 | $228,071 | |
| 8 | WST |
West Pharmaceutical Services Inc
This page
|
848 | $212,542 |
All Filings in WST
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||