Position in ALGN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$453,358
-$304,019 QoQ
Shares Held
2,688
-39.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#366
of 669 holders
Holding Since
Mar 2020
25 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, 2026Integrated Wealth Concepts LLC holds $13,078,839 across 37 Medical Instruments & Supplies names. ALGN ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
15,388 | $6,119,499 | |
| 2 | XRAY |
DENTSPLY SIRONA Inc.
|
126,199 | $1,338,971 | |
| 3 | SOLV |
Solventum Corp
|
10,800 | $833,220 | |
| 4 | BDX |
Becton Dickinson & Co
|
4,806 | $727,291 | |
| 5 | RMD |
Resmed Inc
|
3,175 | $618,744 | |
| 6 | COO |
Cooper Companies, Inc.
|
7,316 | $524,630 | |
| 7 | ALGN |
Align Technology Inc
This page
|
2,688 | $453,358 | |
| 8 | ALC |
Alcon Inc
|
4,917 | $329,930 |
All Filings in ALGN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,358 | 2,688 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $757,377 | 4,418 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $492,991 | 3,937 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $917,871 | 4,848 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $553,627 | 3,485 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $749,801 | 3,596 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $935,897 | 3,680 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $904,396 | 3,746 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $706,995 | 2,156 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $590,196 | 2,154 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $701,014 | 2,296 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $803,823 | 2,273 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $370,561 | 1,109 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $217,859 | 1,033 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $270,692 | 1,307 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $250,396 | 1,058 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $446,464 | 1,024 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,380,078 | 2,100 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,465,942 | 2,203 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,284,322 | 2,102 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,124,216 | 2,076 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,129,144 | 2,113 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $644,571 | 1,969 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $482,191 | 1,757 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $263,708 | 1,516 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||