Position in ALGN
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$410,012
+$30,295 QoQ
Shares Held
2,431
+9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1
of 4 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026CX Institutional holds $3,185,415 across 11 Medical Instruments & Supplies names. ALGN ranks #5 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,957 | $778,259 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
1,328 | $476,752 | |
| 3 | RMD |
Resmed Inc
|
2,297 | $447,639 | |
| 4 | BAX |
Baxter International Inc
|
19,410 | $413,821 | |
| 5 | ALGN |
Align Technology Inc
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|
2,431 | $410,012 | |
| 6 | SOLV |
Solventum Corp
|
4,061 | $313,306 | |
| 7 | BDX |
Becton Dickinson & Co
|
1,315 | $198,998 | |
| 8 | COO |
Cooper Companies, Inc.
|
1,869 | $134,025 |
All Filings in ALGN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,012 | 2,431 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $379,717 | 2,215 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $299,651 | 1,919 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $57,100 | 456 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $169,639 | 896 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $136,460 | 859 | Shares | Sole | 2025-04-15 | |
| 2022-09-30 | $1,204,344 | 5,815 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $20,826 | 88 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $66,543 | 100 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $67,210 | 110 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $57,943 | 107 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $53,972 | 101 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $29,789 | 91 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $12,898 | 47 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,609 | 15 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||