Position in WST
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$467,059
+$160,276 QoQ
Shares Held
1,301
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#515
of 827 holders
Holding Since
Mar 2024
8 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, 2026Compound Planning, Inc. holds $3,701,056 across 6 Medical Instruments & Supplies names. WST ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,894 | $1,946,245 | |
| 2 | BDX |
Becton Dickinson & Co
|
3,491 | $528,292 | |
| 3 | WST |
West Pharmaceutical Services Inc
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|
1,301 | $467,059 | |
| 4 | ALGN |
Align Technology Inc
|
2,016 | $340,017 | |
| 5 | RMD |
Resmed Inc
|
1,118 | $217,875 | |
| 6 | ALC |
Alcon Inc
|
3,004 | $201,568 |
All Filings in WST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,059 | 1,301 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $306,783 | 1,224 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $324,939 | 1,181 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $325,026 | 1,239 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $267,616 | 817 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $203,208 | 677 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $229,584 | 697 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $238,613 | 603 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||