Position in ALGN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,775,563
+$7,573,939 QoQ
Shares Held
46,102
+15115.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#133
of 673 holders
Holding Since
Jun 2020
6 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, 2026Dakota Wealth Management holds $26,388,187 across 7 Medical Instruments & Supplies names. ALGN ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WST |
West Pharmaceutical Services Inc
|
32,568 | $11,691,912 | |
| 2 | ALGN |
Align Technology Inc
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|
46,102 | $7,775,563 | |
| 3 | BDX |
Becton Dickinson & Co
|
17,716 | $2,680,962 | |
| 4 | RMD |
Resmed Inc
|
9,800 | $1,909,824 | |
| 5 | ISRG |
Intuitive Surgical Inc
|
4,331 | $1,722,352 | |
| 6 | ATR |
Aptargroup, Inc.
|
3,230 | $404,396 | |
| 7 | ALC |
Alcon Inc
|
3,028 | $203,178 |
All Filings in ALGN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,775,563 | 46,102 | Shares | Defined | 2026-08-07 | |
| 2021-09-30 | $201,624 | 303 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $204,685 | 335 | Shares | Other | 2021-08-02 | |
| 2020-12-31 | $260,242 | 487 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $225,878 | 690 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $234,646 | 855 | Shares | Other | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||