Foundations Investment Advisors, LLC
EndowmentPosition in WST — West Pharmaceutical Services Inc
CIK 1743404
PHOENIX, AZ
Position in WST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,736,483
+$295,805 QoQ
Shares Held
4,837
-15.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#341
of 827 holders
Holding Since
Mar 2024
10 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, 2026Foundations Investment Advisors, LLC holds $3,185,422 across 3 Medical Instruments & Supplies names. WST ranks #1 (54.5% of the industry book) .
All Filings in WST
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736,483 | 4,837 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,440,678 | 5,748 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,584,806 | 5,760 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,502,363 | 5,727 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,100,782 | 5,031 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,128,355 | 5,040 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,639,765 | 5,006 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,501,100 | 5,001 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,645,632 | 4,996 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,993,586 | 5,038 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||