Position in ALGN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$297,178
+$17,919 QoQ
Shares Held
1,762
+8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#414
of 669 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $5,314,453 across 10 Medical Instruments & Supplies names. ALGN ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
5,312 | $2,112,476 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
1,822 | $654,098 | |
| 3 | NVST |
Envista Holdings Corp
|
17,010 | $448,213 | |
| 4 | ATR |
Aptargroup, Inc.
|
3,290 | $411,908 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,341 | $354,263 | |
| 6 | RMD |
Resmed Inc
|
1,641 | $319,798 | |
| 7 | ALGN |
Align Technology Inc
This page
|
1,762 | $297,178 | |
| 8 | TFX |
Teleflex Inc
|
1,966 | $249,210 |
All Filings in ALGN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,178 | 1,762 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $279,259 | 1,629 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $200,496 | 1,284 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $230,035 | 1,215 | Shares | Sole | 2025-08-05 | |
| 2024-09-30 | $254,320 | 1,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $226,461 | 938 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $319,394 | 974 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $249,066 | 909 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $268,681 | 880 | Shares | Sole | 2023-11-15 | |
| 2021-12-31 | $219,498 | 334 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $222,253 | 334 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $204,074 | 334 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $201,461 | 377 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||