Position in ALGN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,364,454
-$27,726 QoQ
Shares Held
8,090
-0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#261
of 673 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Merit Financial Group, LLC holds $14,080,434 across 14 Medical Instruments & Supplies names. ALGN ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
10,712 | $4,259,943 | |
| 2 | BDX |
Becton Dickinson & Co
|
11,930 | $1,805,362 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,582 | $1,644,938 | |
| 4 | COO |
Cooper Companies, Inc.
|
20,145 | $1,444,594 | |
| 5 | ALGN |
Align Technology Inc
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|
8,090 | $1,364,454 | |
| 6 | BAX |
Baxter International Inc
|
30,247 | $644,863 | |
| 7 | RMD |
Resmed Inc
|
3,000 | $584,636 | |
| 8 | NVST |
Envista Holdings Corp
|
21,643 | $570,289 |
All Filings in ALGN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,454 | 8,090 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,392,180 | 8,121 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,275,276 | 8,167 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $343,977 | 2,747 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $725,133 | 3,830 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $456,087 | 2,871 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $325,484 | 1,561 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||