MISSION WEALTH MANAGEMENT, LP

Position in WST — West Pharmaceutical Services Inc

CIK 1645382 Santa Barbara, CA

Position in WST

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,655,349

+$537,244 QoQ

Shares Held

4,611

+3.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#351

of 827 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $19,749,195 across 5 Medical Instruments & Supplies names. WST ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	38,570	$15,338,517
2	BDX	Becton Dickinson & Co	12,971	$1,962,901
3	WST	West Pharmaceutical Services Inc This page	4,611	$1,655,349
4	COO	Cooper Companies, Inc.	7,754	$556,039
5	RMD	Resmed Inc	1,213	$236,389

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,655,349	4,611	+3.4%	Shares	Sole	2026-07-20
2026-03-31	$1,118,105	4,461	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$1,223,547	4,447	-1.7%	Shares	Sole	2026-02-05
2025-09-30	$1,186,780	4,524	+9.3%	Shares	Sole	2025-11-04
2025-06-30	$905,613	4,139	+2.3%	Shares	Sole	2025-08-05
2025-03-31	$905,370	4,044	-3.4%	Shares	Sole	2025-04-17
2024-12-31	$1,370,838	4,185	-1.5%	Shares	Sole	2025-02-06
2024-09-30	$1,275,379	4,249	-12.1%	Shares	Sole	2024-10-31
2024-06-30	$1,592,930	4,836	+10.6%	Shares	Sole	2024-08-05
2024-03-31	$1,730,439	4,373	-3.5%	Shares	Sole	2024-04-30
2023-12-31	$1,595,455	4,531	+2.6%	Shares	Sole	2024-02-05
2023-09-30	$1,657,302	4,417	+0.6%	Shares	Sole	2023-10-24
2023-06-30	$1,679,808	4,392	-0.9%	Shares	Sole	2023-08-04
2023-03-31	$1,535,555	4,432	+5.5%	Shares	Sole	2023-04-07
2022-12-31	$988,234	4,199	+6.0%	Shares	Sole	2023-02-02
2022-09-30	$974,968	3,962	+2.8%	Shares	Sole	2022-10-12
2022-06-30	$1,165,333	3,854	+22.7%	Shares	Sole	2022-07-27
2022-03-31	$1,289,629	3,140	+10.9%	Shares	Sole	2022-04-25
2021-12-31	$1,328,236	2,832	-1.8%	Shares	Sole	2022-02-11
2021-09-30	$1,224,373	2,884	-8.5%	Shares	Sole	2021-11-05
2021-06-30	$1,131,883	3,152	-1.3%	Shares	Sole	2021-08-10
2021-03-31	$900,287	3,195	+10.0%	Shares	Sole	2021-05-10
2020-12-31	$822,732	2,904	+18.9%	Shares	Sole	2021-01-19
2020-09-30	$671,580	2,443	-5.6%	Shares	Sole	2020-10-16
2020-06-30	$588,143	2,589	+2.7%	Shares	Sole	2020-08-03
2020-03-31	$383,670	2,520	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.