Modern Wealth Management, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2001900
KANSAS CITY, MO
Position in WST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$552,142
+$170,670 QoQ
Shares Held
1,538
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#493
of 827 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WST Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,074,540 across 4 Medical Instruments & Supplies names. WST ranks #2 (26.6% of the industry book) .
All Filings in WST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $552,142 | 1,538 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $381,472 | 1,522 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $384,919 | 1,399 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $354,406 | 1,351 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $283,563 | 1,296 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $264,848 | 1,183 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $355,729 | 1,086 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $330,775 | 1,102 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $348,822 | 1,059 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||