Position in WST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$341,768
+$104,914 QoQ
Shares Held
952
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#566
of 827 holders
Holding Since
Mar 2020
23 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, 2026WEALTH ALLIANCE, LLC holds $2,375,925 across 6 Medical Instruments & Supplies names. WST ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,249 | $894,382 | |
| 2 | RGEN |
Repligen Corp
|
2,543 | $346,966 | |
| 3 | WST |
West Pharmaceutical Services Inc
This page
|
952 | $341,768 | |
| 4 | COO |
Cooper Companies, Inc.
|
4,251 | $304,839 | |
| 5 | ALGN |
Align Technology Inc
|
1,498 | $252,652 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,555 | $235,318 |
All Filings in WST
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,768 | 952 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $236,854 | 945 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $250,377 | 910 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $235,572 | 898 | Shares | Defined | 2025-11-07 | |
| 2025-03-31 | $208,432 | 931 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $301,355 | 920 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $285,752 | 952 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $299,415 | 909 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $362,470 | 916 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $323,950 | 920 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $356,449 | 950 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $392,031 | 1,025 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $361,714 | 1,044 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $235,585 | 1,001 | Shares | Defined | 2023-02-13 | |
| 2022-03-31 | $284,211 | 692 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $356,447 | 760 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $329,443 | 776 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $314,212 | 875 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $295,305 | 1,048 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $336,288 | 1,187 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $338,127 | 1,230 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $366,652 | 1,614 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $303,586 | 1,994 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||