Position in WST
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$421,466
-$330,201 QoQ
Shares Held
1,174
-48.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#529
of 827 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Simplicity Wealth,LLC holds $2,173,086 across 7 Medical Instruments & Supplies names. WST ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,293 | $514,200 | |
| 2 | WST |
West Pharmaceutical Services Inc
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|
1,174 | $421,466 | |
| 3 | BAX |
Baxter International Inc
|
15,940 | $339,840 | |
| 4 | RMD |
Resmed Inc
|
1,224 | $238,533 | |
| 5 | COO |
Cooper Companies, Inc.
|
3,118 | $223,591 | |
| 6 | ALGN |
Align Technology Inc
|
1,297 | $218,752 | |
| 7 | BDX |
Becton Dickinson & Co
|
1,432 | $216,704 |
All Filings in WST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,466 | 1,174 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $751,667 | 2,282 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $857,107 | 2,166 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||