Position in ALGN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,658,433
-$391,698 QoQ
Shares Held
9,833
-17.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#242
of 669 holders
Holding Since
Mar 2021
15 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, 2026NewEdge Wealth, LLC holds $20,382,832 across 9 Medical Instruments & Supplies names. ALGN ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
34,438 | $13,695,303 | |
| 2 | COO |
Cooper Companies, Inc.
|
36,043 | $2,584,643 | |
| 3 | ALGN |
Align Technology Inc
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|
9,833 | $1,658,433 | |
| 4 | BAX |
Baxter International Inc
|
43,244 | $921,962 | |
| 5 | TFX |
Teleflex Inc
|
4,186 | $530,617 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
963 | $345,717 | |
| 7 | BDX |
Becton Dickinson & Co
|
1,930 | $292,066 | |
| 8 | ALC |
Alcon Inc
|
3,241 | $217,471 |
All Filings in ALGN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,658,433 | 9,833 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,050,131 | 11,959 | Shares | Sole | 2026-05-13 | |
| 2024-03-31 | $561,071 | 1,711 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $429,358 | 1,567 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $741,011 | 2,427 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $971,802 | 2,748 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $808,618 | 2,420 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $514,174 | 2,438 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $569,552 | 2,750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $723,736 | 3,058 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $970,972 | 2,227 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,416,222 | 2,155 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,107,940 | 1,665 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $913,445 | 1,495 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $809,587 | 1,495 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||