Independent Advisor Alliance

Position in WST — West Pharmaceutical Services Inc

CIK 1696899 CHARLOTTE, NC

Position in WST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$731,642

+$167,452 QoQ

Shares Held

2,038

-9.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#454

of 827 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Independent Advisor Alliance holds $4,911,103 across 5 Medical Instruments & Supplies names. WST ranks #4 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	4,932	$1,961,356
2	ATR	Aptargroup, Inc.	8,086	$1,012,366
3	BDX	Becton Dickinson & Co	5,598	$847,145
4	WST	West Pharmaceutical Services Inc This page	2,038	$731,642
5	STXS	Stereotaxis, Inc.	208,485	$358,594

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$731,642	2,038	-9.5%	Shares	Sole	2026-08-12
2026-03-31	$564,190	2,251	+1.3%	Shares	Sole	2026-05-12
2025-12-31	$611,635	2,223	-11.2%	Shares	Sole	2026-02-04
2025-09-30	$656,611	2,503	+0.4%	Shares	Sole	2025-11-04
2025-06-30	$545,468	2,493	+4.0%	Shares	Sole	2025-08-11
2025-03-31	$536,640	2,397	-10.5%	Shares	Sole	2025-05-12
2024-12-31	$877,205	2,678	+28.7%	Shares	Sole	2025-02-07
2024-09-30	$624,632	2,081	+23.0%	Shares	Sole	2024-11-13
2024-06-30	$557,327	1,692	+5.2%	Shares	Sole	2024-08-12
2024-03-31	$636,697	1,609	+29.2%	Shares	Sole	2024-05-08
2023-12-31	$438,389	1,245	-41.5%	Shares	Sole	2024-02-08
2023-09-30	$798,071	2,127	+2.8%	Shares	Sole	2023-10-24
2023-06-30	$791,330	2,069	-14.6%	Shares	Sole	2023-07-28
2023-03-31	$839,843	2,424	+34.2%	Shares	Sole	2023-05-12
2022-09-30	$444,420	1,806	+65.5%	Shares	Sole	2022-11-04
2022-06-30	$329,885	1,091	+9.3%	Shares	Sole	2022-08-04
2022-03-31	$409,888	998	+52.6%	Shares	Sole	2022-05-06
2021-12-31	$306,732	654	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.