Summit Trail Advisors, LLC

Position in ALGN — Align Technology Inc

CIK 1698478 NEW YORK, NY

Position in ALGN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,615,425

+$73,584 QoQ

Shares Held

9,578

+6.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#245

of 669 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $32,004,343 across 18 Medical Instruments & Supplies names. ALGN ranks #8 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	10,697	$4,253,982
2	ATR	Aptargroup, Inc.	29,658	$3,713,181
3	BDX	Becton Dickinson & Co	22,047	$3,336,372
4	WST	West Pharmaceutical Services Inc	7,426	$2,665,934
5	NVST	Envista Holdings Corp	96,742	$2,549,151
6	BAX	Baxter International Inc	104,300	$2,223,676
7	RMD	Resmed Inc	8,559	$1,667,977
8	ALGN	Align Technology Inc This page	9,578	$1,615,425

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,615,425	9,578	+6.5%	Shares	Sole	2026-08-11
2026-03-31	$1,541,841	8,994	+1.0%	Shares	Sole	2026-05-12
2025-12-31	$1,390,671	8,906	+13.3%	Shares	Sole	2026-02-17
2025-09-30	$984,103	7,859	+219.5%	Shares	Sole	2025-11-14
2025-06-30	$465,751	2,460	+86.9%	Shares	Sole	2025-08-14
2024-09-30	$334,685	1,316	+3.9%	Shares	Sole	2024-11-12
2024-06-30	$305,650	1,266	-9.4%	Shares	Sole	2024-08-13
2024-03-31	$458,432	1,398	+47.3%	Shares	Sole	2024-04-23
2023-12-31	$260,026	949	-42.8%	Shares	Sole	2024-02-06
2023-09-30	$506,525	1,659	-3.1%	Shares	Sole	2023-10-30
2023-06-30	$605,431	1,712	+29.8%	Shares	Sole	2023-07-25
2023-03-31	$440,730	1,319	-0.5%	Shares	Sole	2023-05-04
2022-12-31	$279,442	1,325	+20.7%	Shares	Sole	2023-02-07
2022-09-30	$227,406	1,098	—	Shares	Sole	2022-11-10
No filing history on record for this holder in this stock.