WealthPlan Investment Management, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 1929986
OMAHA, NE
Position in WST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$230,837
New position
Shares Held
643
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#629
of 827 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $2,183,842 across 2 Medical Instruments & Supplies names. WST ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,911 | $1,953,005 | |
| 2 | WST |
West Pharmaceutical Services Inc
This page
|
643 | $230,837 |
All Filings in WST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,837 | 643 | Shares | Other | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||