Position in ALGN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,331,739
-$12,957 QoQ
Shares Held
7,896
+0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#262
of 669 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Derivatives in ALGN
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$927,717
PutShares
4,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $21,499,086 across 13 Medical Instruments & Supplies names. ALGN ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
23,518 | $9,352,638 | |
| 2 | BDX |
Becton Dickinson & Co
|
31,456 | $4,760,236 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,709 | $1,690,531 | |
| 4 | ALGN |
Align Technology Inc
This page
|
7,896 | $1,331,739 | |
| 5 | RMD |
Resmed Inc
|
4,413 | $860,005 | |
| 6 | COO |
Cooper Companies, Inc.
|
9,895 | $709,570 | |
| 7 | MDLN |
Medline Inc.
|
17,248 | $680,261 | |
| 8 | BAX |
Baxter International Inc
|
28,408 | $605,658 |
All Filings in ALGN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,331,739 | 7,896 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,344,696 | 7,844 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,163,785 | 7,453 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $747,438 | 5,969 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,255,068 | 6,629 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $927,717 | 4,900 | Put | Sole | 2025-07-17 | |
| 2025-03-31 | $901,053 | 5,672 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $778,414 | 4,900 | Put | Sole | 2025-05-07 | |
| 2024-09-30 | $280,260 | 1,102 | Shares | Sole | 2024-10-15 | |
| 2023-09-30 | $321,501 | 1,053 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $317,568 | 898 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $301,728 | 903 | Shares | Sole | 2023-04-13 | |
| 2021-12-31 | $226,069 | 344 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||