AE Wealth Management LLC

Position in WST — West Pharmaceutical Services Inc

CIK 1697723 TOPEKA, KS

Position in WST

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$286,216

-$147,595 QoQ

Shares Held

1,142

-7.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

AE Wealth Management LLC holds $31,294,210 across 8 Medical Instruments & Supplies names. WST ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATR	Aptargroup, Inc.	151,735	$19,121,617
2	ISRG	Intuitive Surgical Inc	21,044	$9,701,038
3	BDX	Becton Dickinson & Co	4,513	$709,565
4	ALGN	Align Technology Inc	2,904	$497,818
5	RMD	Resmed Inc	2,003	$449,628
6	SOLV	Solventum Corp	4,448	$290,449
7	WST	West Pharmaceutical Services Inc This page	1,142	$286,216
8	BAX	Baxter International Inc	14,160	$237,879

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$286,216	1,142	-7.3%	Shares	Other	2026-05-13
2023-12-31	$433,811	1,232	-16.7%	Shares	Sole	2024-02-14
2023-09-30	$554,935	1,479	+7.3%	Shares	Sole	2023-10-11
2023-06-30	$527,043	1,378	+13.0%	Shares	Sole	2023-07-10
2023-03-31	$422,346	1,219	+3.5%	Shares	Sole	2023-04-14
2022-12-31	$277,242	1,178	+1.4%	Shares	Sole	2023-01-31
2022-09-30	$285,944	1,162	+3.8%	Shares	Sole	2022-10-25
2022-06-30	$338,352	1,119	-5.4%	Shares	Sole	2022-08-03
2022-03-31	$485,869	1,183	-4.2%	Shares	Sole	2022-04-18
2021-12-31	$579,227	1,235	-1.3%	Shares	Sole	2022-01-20
2021-09-30	$531,099	1,251	+45.5%	Shares	Sole	2021-11-01
2020-12-31	$243,646	860	+8.7%	Shares	Sole	2021-02-01
2020-09-30	$217,445	791	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.