Abound Wealth Management

Position in WST — West Pharmaceutical Services Inc

CIK 1950323 FRANKLIN, TN

Position in WST

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$718

-$2,540 QoQ

Shares Held

-84.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#816

of 827 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Abound Wealth Management holds $177,760 across 11 Medical Instruments & Supplies names. WST ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	384	$152,709
2	ALGN	Align Technology Inc	61	$10,288
3	BDX	Becton Dickinson & Co	54	$8,171
4	BAX	Baxter International Inc	179	$3,816
5	SOLV	Solventum Corp	12	$925
6	WST	West Pharmaceutical Services Inc This page	2	$718
7	RMD	Resmed Inc	3	$584
8	ALC	Alcon Inc	3	$201

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718	2	-84.6%	Shares	Sole	2026-07-10
2026-03-31	$3,258	13	0.0%	Shares	Sole	2026-04-10
2025-12-31	$3,576	13	0.0%	Shares	Sole	2026-01-12
2025-09-30	$3,410	13	0.0%	Shares	Sole	2025-10-10
2025-06-30	$2,844	13	+62.5%	Shares	Sole	2025-07-14
2025-03-31	$1,791	8	-33.3%	Shares	Sole	2025-04-17
2024-12-31	$3,930	12	+33.3%	Shares	Sole	2025-01-13
2024-09-30	$2,701	9	0.0%	Shares	Sole	2024-11-04
2024-06-30	$2,964	9	-52.6%	Shares	Sole	2024-08-09
2024-03-31	$7,518	19	+58.3%	Shares	Sole	2024-08-08
2023-12-31	$4,225	12	0.0%	Shares	Sole	2024-08-08
2023-09-30	$4,502	12	-7.7%	Shares	Sole	2024-08-08
2023-06-30	$4,972	13	+18.2%	Shares	Sole	2024-08-08
2023-03-31	$3,811	11	0.0%	Shares	Sole	2024-08-07
2022-12-31	$2,588	11	+266.7%	Shares	Sole	2024-08-07
2022-09-30	$738	3	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.