Ascentis Wealth Management, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2032602
DALLAS, TX
Position in WST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$241,248
+$238,241 QoQ
Shares Held
672
+5500.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#619
of 827 holders
Holding Since
Sep 2024
8 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, 2026Ascentis Wealth Management, LLC holds $339,234 across 3 Medical Instruments & Supplies names. WST ranks #1 (71.1% of the industry book) .
All Filings in WST
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,248 | 672 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,007 | 12 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $19,259 | 70 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,461 | 78 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $41,131 | 188 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $43,654 | 195 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $191,939 | 586 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $167,480 | 558 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||