HB Wealth Management, LLC

Position in WST — West Pharmaceutical Services Inc

CIK 1911253 Atlanta, GA

Position in WST

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,690,531

+$44,579 QoQ

Shares Held

4,709

-28.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#346

of 827 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HB Wealth Management, LLC holds $21,499,086 across 13 Medical Instruments & Supplies names. WST ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	23,518	$9,352,638
2	BDX	Becton Dickinson & Co	31,456	$4,760,236
3	WST	West Pharmaceutical Services Inc This page	4,709	$1,690,531
4	ALGN	Align Technology Inc	7,896	$1,331,739
5	RMD	Resmed Inc	4,413	$860,005
6	COO	Cooper Companies, Inc.	9,895	$709,570
7	MDLN	Medline Inc.	17,248	$680,261
8	BAX	Baxter International Inc	28,408	$605,658

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,690,531	4,709	-28.3%	Shares	Sole	2026-07-29
2026-03-31	$1,645,952	6,567	-25.8%	Shares	Sole	2026-04-27
2025-12-31	$2,434,989	8,850	-27.3%	Shares	Sole	2026-01-28
2025-09-30	$3,193,867	12,175	+2.9%	Shares	Sole	2025-10-23
2025-06-30	$2,588,404	11,830	-1.8%	Shares	Sole	2025-07-17
2025-03-31	$2,697,082	12,047	+898.9%	Shares	Sole	2025-05-07
2024-12-31	$395,037	1,206	+46.4%	Shares	Sole	2025-01-15
2024-09-30	$247,331	824	+17.4%	Shares	Sole	2024-10-15
2024-06-30	$231,231	702	-5.8%	Shares	Sole	2024-07-26
2024-03-31	$294,803	745	0.0%	Shares	Sole	2024-04-30
2023-12-31	$262,329	745	+1.6%	Shares	Sole	2024-01-16
2023-09-30	$275,028	733	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.