Steward Partners Investment Advisory, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 1723397
STAMFORD, CT
Position in WST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$133,907
-$12,216 QoQ
Shares Held
373
-36.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#642
of 811 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $20,670,382 across 25 Medical Instruments & Supplies names. WST ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
27,466 | $10,922,678 | |
| 2 | BDX |
Becton Dickinson & Co
|
52,438 | $7,935,442 | |
| 3 | WRBY |
Warby Parker Inc.
|
17,512 | $531,314 | |
| 4 | SOLV |
Solventum Corp
|
6,330 | $488,359 | |
| 5 | WST |
West Pharmaceutical Services Inc
This page
|
373 | $133,907 | |
| 6 | TFX |
Teleflex Inc
|
941 | $119,281 | |
| 7 | ALC |
Alcon Inc
|
1,654 | $110,983 | |
| 8 | BAX |
Baxter International Inc
|
4,585 | $97,752 |
All Filings in WST
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,907 | 373 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $146,123 | 583 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $156,829 | 570 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $156,348 | 596 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $109,400 | 500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $126,939 | 567 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $187,036 | 571 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $121,564 | 405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $140,649 | 427 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $285,702 | 722 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $259,864 | 738 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $132,824 | 354 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $135,394 | 354 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $133,044 | 384 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $83,313 | 354 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $87,112 | 354 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $111,574 | 369 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $171,676 | 418 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $166,029 | 354 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $150,287 | 354 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $127,121 | 354 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $178,366 | 633 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $103,124 | 364 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $97,314 | 354 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $80,418 | 354 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $54,353 | 357 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||