Triad Wealth Partners, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2012717
LAWRENCE, KS
Position in WST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$293,303
+$287,704 QoQ
Shares Held
817
+4705.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#589
of 827 holders
Holding Since
Jun 2024
2 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, 2026Triad Wealth Partners, LLC holds $816,252 across 2 Medical Instruments & Supplies names. WST ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,315 | $522,949 | |
| 2 | WST |
West Pharmaceutical Services Inc
This page
|
817 | $293,303 |
All Filings in WST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,303 | 817 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $5,599 | 17 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||