Position in ALGN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,659,565
+$281,557 QoQ
Shares Held
15,514
+1.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $206,529,138 across 25 Medical Instruments & Supplies names. ALGN ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
487,861 | $109,515,037 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
143,337 | $66,076,923 | |
| 3 | BDX |
Becton Dickinson & Co
|
62,213 | $9,781,749 | |
| 4 | ALC |
Alcon Inc
|
49,913 | $3,760,944 | |
| 5 | ALGN |
Align Technology Inc
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|
15,514 | $2,659,565 | |
| 6 | ATR |
Aptargroup, Inc.
|
16,257 | $2,048,707 | |
| 7 | SOLV |
Solventum Corp
|
30,167 | $1,969,905 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
6,155 | $1,542,689 |
All Filings in ALGN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,659,565 | 15,514 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,378,008 | 15,229 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,453,678 | 11,609 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,913,936 | 10,109 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,428,786 | 8,994 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,748,370 | 13,181 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,524,620 | 13,859 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,694,603 | 15,303 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,030,948 | 15,342 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,338,890 | 19,485 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,999,692 | 13,100 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,685,448 | 4,766 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,621,581 | 4,853 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $895,059 | 4,244 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $672,900 | 3,249 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $534,637 | 2,259 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $844,968 | 1,938 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,240,098 | 1,887 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,278,291 | 1,921 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,134,627 | 1,857 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,141,545 | 2,108 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $675,990 | 1,265 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $373,190 | 1,140 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $323,564 | 1,179 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $86,279 | 496 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||