BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in ALGN — Align Technology Inc
CIK 2010186
CINCINNATI, OH
Position in ALGN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,433
+$1,576 QoQ
Shares Held
50
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 188 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,319,171 across 11 Medical Instruments & Supplies names. ALGN ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
19,079 | $2,887,225 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
2,793 | $1,110,720 | |
| 3 | AVR |
Anteris Technologies Global Corp.
|
14,350 | $141,347 | |
| 4 | SOLV |
Solventum Corp
|
937 | $72,289 | |
| 5 | ALC |
Alcon Inc
|
653 | $43,816 | |
| 6 | BAX |
Baxter International Inc
|
1,863 | $39,719 | |
| 7 | ALGN |
Align Technology Inc
This page
|
50 | $8,433 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
15 | $5,385 |
All Filings in ALGN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,433 | 50 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,857 | 40 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,246 | 40 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,008 | 40 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $189 | 1 | Shares | Sole | 2025-07-18 | |
| 2022-09-30 | $828 | 4 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $2,366 | 10 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,222 | 2 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,083 | 2 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,068 | 2 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||