ACTION POINT FINANCIAL PLANNING, LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2116119
GRAND RAPIDS, MI
Position in WST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,489
New position
Shares Held
71
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#697
of 827 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $245,374 across 19 Medical Instruments & Supplies names. WST ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
300 | $119,295 | |
| 2 | WST |
West Pharmaceutical Services Inc
This page
|
71 | $25,489 | |
| 3 | BDX |
Becton Dickinson & Co
|
121 | $18,305 | |
| 4 | SMTI |
Sanara MedTech Inc.
|
612 | $14,437 | |
| 5 | ALGN |
Align Technology Inc
|
77 | $12,983 | |
| 6 | TFX |
Teleflex Inc
|
100 | $12,672 | |
| 7 | RMD |
Resmed Inc
|
56 | $10,909 | |
| 8 | ALC |
Alcon Inc
|
143 | $9,592 |
All Filings in WST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,489 | 71 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||