Position in WST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$345,717
+$75,277 QoQ
Shares Held
963
-10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#564
of 827 holders
Holding Since
Mar 2023
14 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, 2026NewEdge Wealth, LLC holds $20,382,832 across 9 Medical Instruments & Supplies names. WST ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
34,438 | $13,695,303 | |
| 2 | COO |
Cooper Companies, Inc.
|
36,043 | $2,584,643 | |
| 3 | ALGN |
Align Technology Inc
|
9,833 | $1,658,433 | |
| 4 | BAX |
Baxter International Inc
|
43,244 | $921,962 | |
| 5 | TFX |
Teleflex Inc
|
4,186 | $530,617 | |
| 6 | WST |
West Pharmaceutical Services Inc
This page
|
963 | $345,717 | |
| 7 | BDX |
Becton Dickinson & Co
|
1,930 | $292,066 | |
| 8 | ALC |
Alcon Inc
|
3,241 | $217,471 |
All Filings in WST
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,717 | 963 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $270,440 | 1,079 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $475,166 | 1,727 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $307,975 | 1,174 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $248,119 | 1,134 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $343,655 | 1,535 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $570,281 | 1,741 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $503,068 | 1,676 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $382,421 | 1,161 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $529,064 | 1,337 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $437,333 | 1,242 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $309,923 | 826 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $247,458 | 647 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $224,166 | 647 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||