UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ALGN — Align Technology Inc
CIK 1463217
IRVING, TX
Position in ALGN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,752,137
+$455,639 QoQ
Shares Held
16,054
+9.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $372,671,994 across 13 Medical Instruments & Supplies names. ALGN ranks #3 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGEN |
Repligen Corp
|
2,773,980 | $326,830,323 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
79,662 | $36,723,385 | |
| 3 | ALGN |
Align Technology Inc
This page
|
16,054 | $2,752,137 | |
| 4 | BDX |
Becton Dickinson & Co
|
10,551 | $1,658,933 | |
| 5 | RMD |
Resmed Inc
|
4,933 | $1,107,359 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
3,693 | $925,613 | |
| 7 | HOLX |
HOLOGIC INC
|
8,414 | $636,014 | |
| 8 | ALC |
Alcon Inc
|
7,003 | $527,676 |
All Filings in ALGN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,752,137 | 16,054 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,296,498 | 14,707 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,719,020 | 13,728 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,998,987 | 15,840 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,425,633 | 15,269 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,182,279 | 15,262 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,123,290 | 16,213 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,643,902 | 15,093 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,595,298 | 17,063 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,553,880 | 16,620 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,260,129 | 13,953 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,916,656 | 13,903 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,657,911 | 13,940 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $3,553,454 | 16,849 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $3,581,553 | 17,293 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,832,801 | 20,420 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $8,746,596 | 20,061 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,340,096 | 20,299 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,361,834 | 20,080 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,971,116 | 17,956 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,635,984 | 17,794 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,531,736 | 17,837 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $5,848,286 | 17,865 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,884,757 | 17,799 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,857,128 | 16,425 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||