Clearstead Advisors, LLC

Position in WST — West Pharmaceutical Services Inc

CIK 842775 CLEVELAND, OH

Position in WST

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,025,663

+$315,600 QoQ

Shares Held

2,857

+0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#410

of 830 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Clearstead Advisors, LLC holds $6,655,864 across 32 Medical Instruments & Supplies names. WST ranks #2 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	8,397	$3,339,318
2	WST	West Pharmaceutical Services Inc This page	2,857	$1,025,663
3	BAX	Baxter International Inc	25,308	$539,566
4	SOLV	Solventum Corp	6,904	$532,643
5	BDX	Becton Dickinson & Co	2,601	$393,609
6	RMD	Resmed Inc	943	$183,771
7	COO	Cooper Companies, Inc.	2,513	$180,207
8	RGEN	Repligen Corp	1,006	$137,258

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,025,663	2,857	+0.8%	Shares	Sole	2026-08-06
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	2023-11-07
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.