Position in WST
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,732,893
+$706,773 QoQ
Shares Held
4,827
+17.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 827 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Lido Advisors, LLC holds $30,705,186 across 11 Medical Instruments & Supplies names. WST ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
56,811 | $22,592,597 | |
| 2 | BDX |
Becton Dickinson & Co
|
17,874 | $2,704,870 | |
| 3 | WST |
West Pharmaceutical Services Inc
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|
4,827 | $1,732,893 | |
| 4 | ATR |
Aptargroup, Inc.
|
5,342 | $668,817 | |
| 5 | SOLV |
Solventum Corp
|
8,462 | $652,842 | |
| 6 | COO |
Cooper Companies, Inc.
|
7,723 | $553,816 | |
| 7 | ICUI |
Icu Medical Inc/De
|
3,213 | $471,025 | |
| 8 | RMD |
Resmed Inc
|
2,112 | $411,586 |
All Filings in WST
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,732,893 | 4,827 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,026,120 | 4,094 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $391,523 | 1,423 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $366,474 | 1,397 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $287,065 | 1,312 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $636,713 | 2,844 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $903,082 | 2,757 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $838,946 | 2,795 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $326,754 | 992 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $395,710 | 1,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $338,035 | 960 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $295,665 | 788 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $260,844 | 682 | Shares | Sole | 2023-08-09 | |
| 2022-09-30 | $260,598 | 1,059 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $781,626 | 2,585 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,056,346 | 2,572 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,177,215 | 2,510 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $891,958 | 2,101 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $811,566 | 2,260 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $658,238 | 2,336 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $656,995 | 2,319 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $767,795 | 2,793 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $311,677 | 1,372 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $232,029 | 1,524 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||