Position in WST
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,231
+$1,728 QoQ
Shares Held
9
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#777
of 827 holders
Holding Since
Mar 2026
2 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, 2026SHP Wealth Management holds $472,113 across 17 Medical Instruments & Supplies names. WST ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,006 | $400,066 | |
| 2 | BDX |
Becton Dickinson & Co
|
281 | $42,523 | |
| 3 | SOLV |
Solventum Corp
|
100 | $7,715 | |
| 4 | ANGO |
Angiodynamics Inc
|
255 | $3,317 | |
| 5 | WST |
West Pharmaceutical Services Inc
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|
9 | $3,231 | |
| 6 | RMD |
Resmed Inc
|
15 | $2,923 | |
| 7 | COO |
Cooper Companies, Inc.
|
34 | $2,438 | |
| 8 | ALC |
Alcon Inc
|
36 | $2,415 |
All Filings in WST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,231 | 9 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,503 | 6 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||