Position in ALGN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$259,905
-$67,526 QoQ
Shares Held
1,541
-19.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#439
of 669 holders
Holding Since
Mar 2021
6 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $5,554,649 across 8 Medical Instruments & Supplies names. ALGN ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,761 | $2,688,714 | |
| 2 | COO |
Cooper Companies, Inc.
|
12,839 | $920,684 | |
| 3 | SOLV |
Solventum Corp
|
7,421 | $572,530 | |
| 4 | MMSI |
Merit Medical Systems Inc
|
5,425 | $376,169 | |
| 5 | ALGN |
Align Technology Inc
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|
1,541 | $259,905 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,692 | $256,050 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
675 | $242,325 | |
| 8 | ALC |
Alcon Inc
|
3,551 | $238,272 |
All Filings in ALGN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,905 | 1,541 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $327,431 | 1,910 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $946 | 5 | Shares | Sole | 2026-02-03 | |
| 2021-09-30 | $408,574 | 614 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $392,262 | 642 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $204,156 | 377 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||