LRI Investments, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2023325
PALM BEACH GARDENS, FL
Position in WST
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$88,314
+$27,660 QoQ
Shares Held
246
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 827 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $681,410 across 18 Medical Instruments & Supplies names. WST ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
657 | $261,275 | |
| 2 | ALC |
Alcon Inc
|
2,587 | $173,587 | |
| 3 | WST |
West Pharmaceutical Services Inc
This page
|
246 | $88,314 | |
| 4 | AVTR |
Avantor, Inc.
|
3,067 | $30,363 | |
| 5 | ICUI |
Icu Medical Inc/De
|
201 | $29,466 | |
| 6 | TFX |
Teleflex Inc
|
208 | $26,366 | |
| 7 | NVST |
Envista Holdings Corp
|
829 | $21,843 | |
| 8 | XRAY |
DENTSPLY SIRONA Inc.
|
1,662 | $17,633 |
All Filings in WST
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,314 | 246 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $60,654 | 242 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $59,980 | 218 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $57,187 | 218 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $47,698 | 218 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $48,805 | 218 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $71,408 | 218 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $65,434 | 218 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $71,807 | 218 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $86,264 | 218 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||