Atria Investments, Inc

Position in ALGN — Align Technology Inc

CIK 1535865 Charlotte, NC

Position in ALGN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,156,501

-$257,453 QoQ

Shares Held

6,857

-16.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#279

of 669 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Atria Investments, Inc holds $31,013,143 across 20 Medical Instruments & Supplies names. ALGN ranks #7 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	24,737	$9,837,410
2	BDX	Becton Dickinson & Co	36,791	$5,567,582
3	WST	West Pharmaceutical Services Inc	9,238	$3,316,442
4	COO	Cooper Companies, Inc.	25,556	$1,832,620
5	ALC	Alcon Inc	22,501	$1,509,817
6	SOLV	Solventum Corp	17,042	$1,314,790
7	ALGN	Align Technology Inc This page	6,857	$1,156,501
8	BAX	Baxter International Inc	50,012	$1,066,255

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,156,501	6,857	-16.9%	Shares	Sole	2026-07-28
2026-03-31	$1,413,954	8,248	+342.3%	Shares	Sole	2026-05-05
2025-12-31	$291,219	1,865	+18.4%	Shares	Sole	2026-02-05
2025-06-30	$298,194	1,575	+4.9%	Shares	Sole	2025-08-04
2025-03-31	$238,448	1,501	-17.5%	Shares	Sole	2025-05-06
2024-12-31	$379,279	1,819	-33.5%	Shares	Sole	2025-02-06
2024-09-30	$695,819	2,736	-36.6%	Shares	Sole	2024-11-01
2024-06-30	$1,042,011	4,316	-54.7%	Shares	Sole	2024-08-13
2024-03-31	$3,121,142	9,518	-13.6%	Shares	Sole	2024-05-21
2023-12-31	$3,018,932	11,018	-6.6%	Shares	Sole	2024-02-14
2023-09-30	$3,600,333	11,792	-0.3%	Shares	Sole	2023-11-07
2023-06-30	$4,182,146	11,826	+5.3%	Shares	Sole	2023-08-04
2023-03-31	$3,753,728	11,234	+25.6%	Shares	Sole	2023-05-10
2022-12-31	$1,885,656	8,941	+7.1%	Shares	Sole	2023-01-31
2022-09-30	$1,729,782	8,352	-3.9%	Shares	Sole	2022-11-01
2022-06-30	$2,056,662	8,690	-16.5%	Shares	Sole	2022-08-11
2022-03-31	$4,537,888	10,408	+11.7%	Shares	Sole	2022-05-02
2021-12-31	$6,122,288	9,316	+23.0%	Shares	Sole	2022-02-04
2021-09-30	$5,038,635	7,572	-11.7%	Shares	Sole	2021-11-16
2021-06-30	$5,242,380	8,580	+4.8%	Shares	Sole	2021-08-10
2021-03-31	$4,432,423	8,185	+1.2%	Shares	Sole	2021-05-11
2020-12-31	$4,322,599	8,089	+67.8%	Shares	Sole	2021-02-12
2020-09-30	$1,578,529	4,822	+3.1%	Shares	Sole	2020-11-05
2020-06-30	$1,284,104	4,679	-37.8%	Shares	Sole	2020-09-22
2020-03-31	$1,307,930	7,519	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.