Summit Financial, LLC

Position in ALGN — Align Technology Inc

CIK 1765536 PARSIPPANY, NJ

Position in ALGN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$266,145

-$7,457 QoQ

Shares Held

1,578

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#433

of 669 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial, LLC holds $8,830,179 across 4 Medical Instruments & Supplies names. ALGN ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WST	West Pharmaceutical Services Inc	12,937	$4,644,383
2	ISRG	Intuitive Surgical Inc	8,830	$3,511,514
3	BDX	Becton Dickinson & Co	2,697	$408,137
4	ALGN	Align Technology Inc This page	1,578	$266,145

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,145	1,578	-1.1%	Shares	Sole	2026-08-12
2026-03-31	$273,602	1,596	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.