Envestnet Portfolio Solutions, Inc.

Position in WST — West Pharmaceutical Services Inc

CIK 1998033 BERWYN, PA

Position in WST

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$677,074

+$256,751 QoQ

Shares Held

1,886

+12.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#466

of 827 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $19,830,342 across 9 Medical Instruments & Supplies names. WST ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	31,826	$12,656,563
2	BDX	Becton Dickinson & Co	12,031	$1,820,651
3	RGEN	Repligen Corp	10,251	$1,398,646
4	NVST	Envista Holdings Corp	51,873	$1,366,853
5	WST	West Pharmaceutical Services Inc This page	1,886	$677,074
6	XRAY	DENTSPLY SIRONA Inc.	60,828	$645,385
7	COO	Cooper Companies, Inc.	7,052	$505,698
8	MDLN	Medline Inc.	12,705	$501,085

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,074	1,886	+12.5%	Shares	Sole	2026-07-20
2026-03-31	$420,323	1,677	-62.5%	Shares	Sole	2026-04-29
2025-12-31	$1,229,600	4,469	-4.8%	Shares	Sole	2026-02-06
2025-09-30	$1,231,377	4,694	-31.3%	Shares	Sole	2025-10-30
2025-06-30	$1,494,841	6,832	-29.9%	Shares	Sole	2025-07-25
2025-03-31	$2,181,262	9,743	-18.9%	Shares	Sole	2025-04-21
2024-12-31	$3,933,668	12,009	-0.1%	Shares	Sole	2025-02-10
2024-09-30	$3,607,923	12,020	-4.3%	Shares	Sole	2024-10-31
2024-06-30	$4,135,162	12,554	+0.4%	Shares	Sole	2024-07-16
2024-03-31	$4,948,353	12,505	-0.1%	Shares	Sole	2024-05-06
2023-12-31	$4,407,838	12,518	+0.1%	Shares	Sole	2024-02-07
2023-09-30	$4,693,126	12,508	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.