ELEVATION POINT WEALTH PARTNERS, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 1744349
DENVER, CO
Position in WST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$242,325
+$236,199 QoQ
Shares Held
675
+2310.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#616
of 827 holders
Holding Since
Jun 2020
22 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $5,554,649 across 8 Medical Instruments & Supplies names. WST ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,761 | $2,688,714 | |
| 2 | COO |
Cooper Companies, Inc.
|
12,839 | $920,684 | |
| 3 | SOLV |
Solventum Corp
|
7,421 | $572,530 | |
| 4 | MMSI |
Merit Medical Systems Inc
|
5,425 | $376,169 | |
| 5 | ALGN |
Align Technology Inc
|
1,541 | $259,905 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,692 | $256,050 | |
| 7 | WST |
West Pharmaceutical Services Inc
This page
|
675 | $242,325 | |
| 8 | ALC |
Alcon Inc
|
3,551 | $238,272 |
All Filings in WST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,325 | 675 | Shares | Sole | 2026-08-12 | |
| 2025-06-30 | $6,126 | 28 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $357,984 | 1,599 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $635,793 | 1,941 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $579,909 | 1,932 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $668,661 | 2,030 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $828,221 | 2,093 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $777,833 | 2,209 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $852,101 | 2,271 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $866,294 | 2,265 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $829,102 | 2,393 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $548,130 | 2,329 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $601,911 | 2,446 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $736,875 | 2,437 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,028,828 | 2,505 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,359,659 | 2,899 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,249,421 | 2,943 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,076,940 | 2,999 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $841,395 | 2,986 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $885,060 | 3,124 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $839,544 | 3,054 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $210,586 | 927 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||