Position in ALGN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$256,190
-$44,147 QoQ
Shares Held
1,519
-13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#444
of 675 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,245,309 across 36 Medical Instruments & Supplies names. ALGN ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,563 | $621,568 | |
| 2 | COO |
Cooper Companies, Inc.
|
5,825 | $417,706 | |
| 3 | BDX |
Becton Dickinson & Co
|
2,729 | $412,973 | |
| 4 | ALGN |
Align Technology Inc
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|
1,519 | $256,190 | |
| 5 | RMD |
Resmed Inc
|
1,164 | $226,837 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
511 | $183,449 | |
| 7 | BAX |
Baxter International Inc
|
7,348 | $156,655 | |
| 8 | LMAT |
Lemaitre Vascular Inc
|
1,485 | $142,499 |
All Filings in ALGN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,190 | 1,519 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $300,337 | 1,752 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $292,151 | 1,871 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $94,663 | 756 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $100,532 | 531 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $54,168 | 341 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $116,762 | 560 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $57,220 | 225 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $52,148 | 216 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $63,287 | 193 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $61,102 | 223 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $162,428 | 532 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $183,537 | 519 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $146,686 | 439 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $91,951 | 436 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,367 | 108 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $18,932 | 80 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,568 | 38 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $13,142 | 20 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||