Clearstead Advisors, LLC

Position in WST — West Pharmaceutical Services Inc

CIK 842775 CLEVELAND, OH

Position in WST

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$710,063

-$321,987 QoQ

Shares Held

2,833

-24.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Clearstead Advisors, LLC holds $5,048,644 across 16 Medical Instruments & Supplies names. WST ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	4,781	$2,203,993
2	BDX	Becton Dickinson & Co	8,515	$1,338,813
3	WST	West Pharmaceutical Services Inc This page	2,833	$710,063
4	ALGN	Align Technology Inc	1,279	$219,258
5	SOLV	Solventum Corp	3,185	$207,980
6	RGEN	Repligen Corp	1,000	$117,820
7	COO	Cooper Companies, Inc.	1,325	$94,737
8	ATR	Aptargroup, Inc.	396	$49,903

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$710,063	2,833	-24.5%	Shares	Sole	2026-05-06
2025-12-31	$1,032,050	3,751	+12.7%	Shares	Sole	2026-02-09
2025-09-30	$873,296	3,329	+13.9%	Shares	Sole	2025-11-10
2025-06-30	$639,771	2,924	+5.9%	Shares	Sole	2025-08-08
2025-03-31	$617,908	2,760	+1.9%	Shares	Sole	2025-05-13
2024-12-31	$887,032	2,708	-4.8%	Shares	Sole	2025-02-10
2024-09-30	$853,955	2,845	-7.9%	Shares	Sole	2024-11-13
2024-06-30	$1,017,485	3,089	+10196.7%	Shares	Sole	2024-08-12
2024-03-31	$11,871	30	-11.8%	Shares	Sole	2024-05-14
2023-12-31	$11,972	34	+466.7%	Shares	Sole	2024-02-12
2023-09-30	$2,251	6	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,294	6	0.0%	Shares	Sole	2023-08-07
2023-03-31	$2,078	6	+20.0%	Shares	Sole	2023-05-09
2021-06-30	$1,795	5	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.