Concurrent Investment Advisors, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2001015
Tampa, FL
Position in WST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$623,224
+$228,216 QoQ
Shares Held
1,736
+10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 827 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $15,366,299 across 9 Medical Instruments & Supplies names. WST ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,639 | $10,196,116 | |
| 2 | BDX |
Becton Dickinson & Co
|
16,030 | $2,425,818 | |
| 3 | WST |
West Pharmaceutical Services Inc
This page
|
1,736 | $623,224 | |
| 4 | RMD |
Resmed Inc
|
3,072 | $598,670 | |
| 5 | COO |
Cooper Companies, Inc.
|
6,395 | $458,585 | |
| 6 | ATR |
Aptargroup, Inc.
|
2,816 | $352,562 | |
| 7 | ANGO |
Angiodynamics Inc
|
19,024 | $247,502 | |
| 8 | SOLV |
Solventum Corp
|
3,170 | $244,565 |
All Filings in WST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,224 | 1,736 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||