Position in ALGN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$457,557
-$40,261 QoQ
Shares Held
2,713
-6.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 673 holders
Holding Since
Mar 2021
16 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, 2026AE Wealth Management LLC holds $30,710,061 across 8 Medical Instruments & Supplies names. ALGN ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
|
165,893 | $20,769,773 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
16,101 | $6,403,013 | |
| 3 | BAX |
Baxter International Inc
|
54,271 | $1,157,037 | |
| 4 | BDX |
Becton Dickinson & Co
|
6,339 | $959,269 | |
| 5 | ALGN |
Align Technology Inc
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|
2,713 | $457,557 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,251 | $449,109 | |
| 7 | SOLV |
Solventum Corp
|
5,635 | $434,734 | |
| 8 | EMBC |
Embecta Corp.
|
24,410 | $79,569 |
All Filings in ALGN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,557 | 2,713 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $497,818 | 2,904 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $339,773 | 2,176 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $649,887 | 5,190 | Shares | Other | 2025-11-03 | |
| 2023-12-31 | $894,062 | 3,263 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $885,733 | 2,901 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,076,480 | 3,044 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $830,337 | 2,485 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $480,430 | 2,278 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $426,232 | 2,058 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,980,454 | 8,368 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,019,736 | 6,926 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,902,992 | 5,939 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,458,239 | 5,197 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,824,653 | 4,623 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $235,024 | 434 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||