Position in ALGN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$340,017
-$5,585 QoQ
Shares Held
2,016
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#391
of 669 holders
Holding Since
Mar 2023
11 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, 2026Compound Planning, Inc. holds $3,701,056 across 6 Medical Instruments & Supplies names. ALGN ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,894 | $1,946,245 | |
| 2 | BDX |
Becton Dickinson & Co
|
3,491 | $528,292 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
1,301 | $467,059 | |
| 4 | ALGN |
Align Technology Inc
This page
|
2,016 | $340,017 | |
| 5 | RMD |
Resmed Inc
|
1,118 | $217,875 | |
| 6 | ALC |
Alcon Inc
|
3,004 | $201,568 |
All Filings in ALGN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,017 | 2,016 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $345,602 | 2,016 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $228,134 | 1,461 | Shares | Sole | 2026-02-19 | |
| 2024-12-31 | $309,428 | 1,484 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $498,467 | 1,960 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $387,253 | 1,604 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $527,623 | 1,609 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $396,752 | 1,448 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $307,762 | 1,008 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $310,142 | 877 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $307,074 | 919 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||