West Pharmaceutical Services, Inc.
DE ˙ DB ˙ GB00BLGXWY71
266,50 € ↓ -2,60 (-0,97%)
2026-06-03
DEL PRIS
SecurityDE:WPS / West Pharmaceutical Services, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership83,372 shares
Latest Disclosed Value $ 20,896,253
Creative Planning reports 4.87% increase in ownership of WPS / West Pharmaceutical Services, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 83,372 shares of West Pharmaceutical Services, Inc. (DE:WPS) valued at $17,799,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 79,502 shares of West Pharmaceutical Services, Inc.. This represents a change in shares of 4.87% during the quarter. The current value of the position is $22,218,638 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 83,372 3,870 4.87 20,896 -4.47 0.0139
2026-02-17 2025-12-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 79,502 19,557 32.62 21,874 39.10 0.0157
2025-11-14 2025-09-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 59,945 7,684 14.70 15,725 37.53 0.0120
2025-08-08 2025-06-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 52,261 1,713 3.39 11,435 1.04 0.0098
2025-05-15 2025-03-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 50,548 482 0.96 11,317 -31.00 0.0106
2025-02-14 2024-12-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 50,066 -305 -0.61 16,400 8.47 0.0159
2024-10-11 2024-09-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 50,371 3,526 7.53 15,119 -2.02 0.0150
2024-08-15 2024-06-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 46,845 659 1.43 15,430 -15.57 0.0165
2024-05-13 2024-03-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 46,186 1,378 3.08 18,276 15.84 0.0203
2024-02-14 2023-12-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 44,808 -132 -0.29 15,778 -6.43 0.0293
2023-11-16 2023-09-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 44,940 41,700 1,287.04 16,862 1,260.86 0.0225
2023-07-21 2023-06-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 3,240 568 21.26 1,239 33.95 0.0017
2023-05-15 2023-03-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 2,672 696 35.22 926 98.92 0.0013
2023-02-10 2022-12-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 1,976 393 24.83 465 19.23 0.0007
2022-11-03 2022-09-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 1,583 211 15.38 390 -6.02 0.0007
2022-08-15 2022-06-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 1,372 495 56.44 415 15.28 0.0007
2022-05-16 2022-03-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 877 152 20.97 360 5.88 0.0006
2022-02-11 2021-12-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 725 725 340 0.0005
2021-08-04 2021-06-30 13F CreativePlanning COM 955306105 0 -3,729 -100.00 0 -100.00
2021-04-30 2021-03-31 13F CreativePlanning COM 955306105 3,729 225 6.42 1,051 5.84 0.0021
2021-01-29 2020-12-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 3,504 2,383 212.58 993 222.40 0.0022
2020-11-05 2020-09-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 1,121 1,121 308 0.0008
2017-10-17 2017-09-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 0 -302 -100.00 0 -100.00
2017-07-12 2017-06-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 302 95 45.89 29 70.59 0.0001
2017-04-07 2017-03-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 207 -48 -18.82 17 -22.73 0.0001
2017-01-09 2016-12-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 255 69 37.10 22 57.14 0.0001
2016-10-12 2016-09-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 186 56 43.08 14 40.00 0.0001
2016-07-12 2016-06-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 130 -12 -8.45 10 0.00 0.0001
2016-04-08 2016-03-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 142 0 0.00 10 11.11 0.0001
2016-01-11 2015-12-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 142 60 73.17 9 125.00 0.0001
2015-10-09 2015-09-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 82 82 0.00 4 0.0000
2015-01-29 2014-12-31 13F WEST PHARMACEUTICAL SVSC COM 955306105 0 -1,371 -100.00 0 -100.00
2014-10-10 2014-09-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 1,371 123 9.86 61 15.09 0.0007
2014-08-20 2014-06-30 13F WEST PHARMACEUTICAL SVSC COM 955306105 1,248 1,248 53 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.