WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 1632972
PLYMOUTH, MN
Position in WST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,175,703
+$2,245,221 QoQ
Shares Held
14,417
+23.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 89 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 2.4968789013732833.ToString("F0")%
Shared 0.ToString("F0")%
None 97.50312109862672.ToString("F0")%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Derivatives in WST
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$825,700
PutShares
2,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $108,204,630 across 26 Medical Instruments & Supplies names. WST ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
117,043 | $46,545,660 | |
| 2 | BDX |
Becton Dickinson & Co
|
83,994 | $12,710,812 | |
| 3 | RMD |
Resmed Inc
|
56,083 | $10,929,455 | |
| 4 | COO |
Cooper Companies, Inc.
|
83,216 | $5,967,419 | |
| 5 | WST |
West Pharmaceutical Services Inc
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|
14,417 | $5,175,703 | |
| 6 | ALGN |
Align Technology Inc
|
30,195 | $5,092,688 | |
| 7 | NVST |
Envista Holdings Corp
|
138,590 | $3,651,846 | |
| 8 | ATR |
Aptargroup, Inc.
|
25,202 | $3,155,290 |
All Filings in WST
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,175,703 | 14,417 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $825,700 | 2,300 | Put | Sole | 2026-07-15 | |
| 2026-03-31 | $2,930,482 | 11,692 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,910,007 | 21,480 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,652,953 | 29,173 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,809,577 | 26,552 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,253,863 | 27,934 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,909,345 | 30,252 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $930,496 | 3,100 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $9,493,160 | 31,627 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,629,085 | 32,269 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $1,021,109 | 3,100 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $1,305,843 | 3,300 | Put | Sole | 2024-04-15 | |
| 2024-03-31 | $14,547,091 | 36,762 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $598,604 | 1,700 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $13,051,327 | 37,065 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,867,761 | 36,960 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $1,876,050 | 5,000 | Put | Sole | 2023-11-13 | |
| 2022-09-30 | $1,569,498 | 6,378 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,138,423 | 3,765 | Shares | Sole | 2022-07-18 | |
| 2021-06-30 | $1,471,950 | 4,099 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,010,181 | 3,585 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $975,719 | 3,444 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $1,367,790 | 6,021 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||