VALLEY NATIONAL ADVISERS INC
Position in WST — West Pharmaceutical Services Inc
CIK 773411
BETHLEHEM, PA
Position in WST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,077
+$1,076 QoQ
Shares Held
3
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#802
of 827 holders
Holding Since
Jun 2023
6 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,513,729 across 11 Medical Instruments & Supplies names. WST ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
7,495 | $1,460,625 | |
| 2 | SOLV |
Solventum Corp
|
205 | $15,815 | |
| 3 | ISRG |
Intuitive Surgical Inc
|
38 | $15,111 | |
| 4 | ALC |
Alcon Inc
|
160 | $10,736 | |
| 5 | OSUR |
Orasure Technologies Inc
|
1,250 | $5,575 | |
| 6 | BDX |
Becton Dickinson & Co
|
16 | $2,421 | |
| 7 | ALGN |
Align Technology Inc
|
7 | $1,180 | |
| 8 | WST |
West Pharmaceutical Services Inc
This page
|
3 | $1,077 |
All Filings in WST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077 | 3 | Shares | Sole | 2026-07-29 | |
| 2024-06-30 | $1 | 6 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1 | 5 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3 | 10 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,502 | 12 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2 | 4 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||