Position in WST
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$549,988
+$138,940 QoQ
Shares Held
1,532
-6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#494
of 827 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Portside Wealth Group, LLC holds $7,085,650 across 10 Medical Instruments & Supplies names. WST ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,137 | $1,645,201 | |
| 2 | BDX |
Becton Dickinson & Co
|
10,299 | $1,558,546 | |
| 3 | RGEN |
Repligen Corp
|
8,053 | $1,098,751 | |
| 4 | LMAT |
Lemaitre Vascular Inc
|
6,390 | $613,183 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
8,079 | $560,197 | |
| 6 | WST |
West Pharmaceutical Services Inc
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|
1,532 | $549,988 | |
| 7 | ALC |
Alcon Inc
|
4,919 | $330,064 | |
| 8 | BAX |
Baxter International Inc
|
15,387 | $328,050 |
All Filings in WST
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,988 | 1,532 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $411,048 | 1,640 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $551,655 | 2,005 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $665,006 | 2,535 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $549,844 | 2,513 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $738,356 | 3,298 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,013,798 | 3,095 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $906,181 | 3,019 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $927,232 | 2,815 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $1,160,617 | 2,933 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $941,921 | 2,675 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $991,304 | 2,642 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $1,031,521 | 2,697 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||