Venturi Wealth Management, LLC

Position in WST — West Pharmaceutical Services Inc

CIK 1666363 AUSTIN, TX

Position in WST

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

Position Value

$1,123,670

+$428,646 QoQ

Shares Held

3,130

+12.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#401

of 830 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 73% Shared 27% None 0%

Healthcare · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $2,188,994 across 4 Medical Instruments & Supplies names. WST ranks #1 (51.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WST	West Pharmaceutical Services Inc This page	3,130	$1,123,670
2	ISRG	Intuitive Surgical Inc	1,493	$593,735
3	ATR	Aptargroup, Inc.	2,002	$250,649
4	BDX	Becton Dickinson & Co	1,460	$220,940

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,123,670	3,130	+12.9%	Shares	Other	2026-07-20
2026-03-31	$695,024	2,773	+8.9%	Shares	Other	2026-04-21
2025-12-31	$700,505	2,546	-6.5%	Shares	Sole	2026-01-22
2025-09-30	$714,586	2,724	-20.4%	Shares	Sole	2025-10-23
2025-06-30	$748,295	3,420	+6.7%	Shares	Other	2025-07-23
2025-03-31	$717,534	3,205	+11.6%	Shares	Sole	2025-05-06
2024-12-31	$940,424	2,871	-7.1%	Shares	Sole	2025-01-31
2024-09-30	$928,093	3,092	+13.5%	Shares	Sole	2024-11-04
2024-06-30	$897,257	2,724	-4.7%	Shares	Sole	2024-07-19
2024-03-31	$1,131,334	2,859	-1.9%	Shares	Sole	2024-04-23
2023-12-31	$1,026,077	2,914	-6.8%	Shares	Sole	2024-01-23
2023-09-30	$1,172,905	3,126	-5.6%	Shares	Sole	2023-11-02
2023-06-30	$1,266,357	3,311	-7.7%	Shares	Sole	2023-07-24
2023-03-31	$1,242,441	3,586	-6.6%	Shares	Sole	2023-05-02
2022-12-31	$903,978	3,841	+36.6%	Shares	Sole	2023-01-31
2022-09-30	$691,730	2,811	+14.5%	Shares	Sole	2022-11-14
2022-06-30	$742,318	2,455	+1.8%	Shares	Sole	2022-08-12
2022-03-31	$990,221	2,411	+2.6%	Shares	Sole	2022-05-13
2021-12-31	$1,101,704	2,349	-3.0%	Shares	Sole	2022-02-08
2021-09-30	$1,028,235	2,422	-14.0%	Shares	Sole	2021-11-10
2021-06-30	$1,010,866	2,815	-22.5%	Shares	Sole	2021-08-02
2021-03-31	$1,022,861	3,630	-3.0%	Shares	Sole	2021-04-22
2020-12-31	$1,060,429	3,743	-0.9%	Shares	Sole	2021-01-28
2020-09-30	$1,038,572	3,778	+49.1%	Shares	Sole	2020-11-03
2020-06-30	$575,648	2,534	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.