Position in WST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$663,791
+$184,067 QoQ
Shares Held
1,849
-3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#470
of 830 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Arkadios Wealth Advisors holds $18,339,905 across 8 Medical Instruments & Supplies names. WST ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
32,217 | $12,812,055 | |
| 2 | BAX |
Baxter International Inc
|
106,358 | $2,267,551 | |
| 3 | XRAY |
DENTSPLY SIRONA Inc.
|
94,000 | $997,339 | |
| 4 | WST |
West Pharmaceutical Services Inc
This page
|
1,849 | $663,791 | |
| 5 | MDLN |
Medline Inc.
|
16,266 | $641,530 | |
| 6 | SOLV |
Solventum Corp
|
4,990 | $384,978 | |
| 7 | BDX |
Becton Dickinson & Co
|
2,147 | $324,904 | |
| 8 | COO |
Cooper Companies, Inc.
|
3,455 | $247,757 |
All Filings in WST
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,791 | 1,849 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $479,724 | 1,914 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $585,772 | 2,129 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $586,044 | 2,234 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $276,781 | 1,265 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $280,969 | 1,255 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $414,035 | 1,264 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $359,591 | 1,198 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $325,107 | 987 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $387,400 | 979 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $347,542 | 987 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $467,136 | 1,245 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $494,533 | 1,293 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $486,790 | 1,405 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $277,006 | 1,177 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $341,805 | 1,389 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $388,545 | 1,285 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $390,174 | 950 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $715,240 | 1,525 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $801,531 | 1,888 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $985,011 | 2,743 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $28,178 | 100 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $28,331 | 100 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||