Position in ALGN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$263,109
-$4,321 QoQ
Shares Held
1,560
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#439
of 673 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Derivatives in ALGN
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$2,939,090
PutShares
5,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Private Wealth Partners, LLC holds $890,250 across 2 Medical Instruments & Supplies names. ALGN ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,577 | $627,141 | |
| 2 | ALGN |
Align Technology Inc
This page
|
1,560 | $263,109 |
All Filings in ALGN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,109 | 1,560 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $267,430 | 1,560 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $243,594 | 1,560 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $295,354 | 1,560 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $247,821 | 1,560 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,238,549 | 5,940 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,510,660 | 5,940 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,434,094 | 5,940 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,947,844 | 5,940 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,627,560 | 5,940 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,813,600 | 5,940 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,100,621 | 5,940 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,318,931 | 6,940 | Shares | Sole | 2023-05-04 | |
| 2020-12-31 | $2,939,090 | 5,500 | Put | Sole | 2021-02-03 | |
| 2020-12-31 | $3,788,754 | 7,090 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,320,982 | 7,090 | Shares | Sole | 2020-10-29 | |
| 2020-09-30 | $3,000 | 5,500 | Put | Sole | 2020-10-29 | |
| 2020-06-30 | $1,509,420 | 5,500 | Put | Sole | 2020-07-31 | |
| 2020-06-30 | $1,945,779 | 7,090 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,233,305 | 7,090 | Shares | Sole | 2020-04-24 | |
| 2020-03-31 | $48,000 | 5,500 | Put | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||