Position in ALC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$854,183
+$147,777 QoQ
Shares Held
12,730
+35.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#272
of 622 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $108,161,186 across 25 Medical Instruments & Supplies names. ALC ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
117,043 | $46,545,660 | |
| 2 | BDX |
Becton Dickinson & Co
|
83,994 | $12,710,812 | |
| 3 | RMD |
Resmed Inc
|
56,083 | $10,929,455 | |
| 4 | COO |
Cooper Companies, Inc.
|
83,216 | $5,967,419 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
14,417 | $5,175,703 | |
| 6 | ALGN |
Align Technology Inc
|
30,195 | $5,092,688 | |
| 7 | NVST |
Envista Holdings Corp
|
138,590 | $3,651,846 | |
| 8 | ATR |
Aptargroup, Inc.
|
25,202 | $3,155,290 |
All Filings in ALC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,183 | 12,730 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $706,406 | 9,375 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $749,246 | 9,507 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $732,135 | 9,826 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $791,077 | 8,961 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $810,512 | 8,538 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $734,892 | 8,657 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $854,297 | 8,537 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $761,455 | 8,548 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $707,548 | 8,495 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $369,351 | 4,728 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $398,477 | 5,171 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||