JOURNEY STRATEGIC WEALTH LLC
Position in WST — West Pharmaceutical Services Inc
CIK 1909316
SUMMIT, NJ
Position in WST
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$205,021
-$36,548 QoQ
Shares Held
818
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,406,201 across 7 Medical Instruments & Supplies names. WST ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,241 | $1,033,074 | |
| 2 | BDX |
Becton Dickinson & Co
|
3,962 | $622,941 | |
| 3 | ATR |
Aptargroup, Inc.
|
2,003 | $252,417 | |
| 4 | RMD |
Resmed Inc
|
950 | $213,252 | |
| 5 | WST |
West Pharmaceutical Services Inc
This page
|
818 | $205,021 | |
| 6 | AVTR |
Avantor, Inc.
|
10,140 | $79,496 | |
| 7 | 5,295 | $0 |
All Filings in WST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,021 | 818 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $241,569 | 878 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $230,323 | 878 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $220,773 | 674 | Shares | Sole | 2025-01-24 | |
| 2022-03-31 | $201,658 | 491 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||