Concurrent Investment Advisors, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2001015
Tampa, FL
Position in WST
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$395,008
+$91,805 QoQ
Shares Held
1,576
+43.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Concurrent Investment Advisors, LLC holds $13,456,568 across 6 Medical Instruments & Supplies names. WST ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
19,596 | $9,033,559 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,341 | $2,412,065 | |
| 3 | RMD |
Resmed Inc
|
5,002 | $1,122,848 | |
| 4 | WST |
West Pharmaceutical Services Inc
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|
1,576 | $395,008 | |
| 5 | ATR |
Aptargroup, Inc.
|
1,957 | $246,621 | |
| 6 | ANGO |
Angiodynamics Inc
|
21,677 | $246,467 |
All Filings in WST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $395,008 | 1,576 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $303,203 | 1,102 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $207,503 | 791 | Shares | Sole | 2025-10-27 | |
| 2023-12-31 | $288,738 | 820 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||