Position in ALGN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,742,319
+$1,531,295 QoQ
Shares Held
103,496
-0.3% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.395223003787586.ToString("F0")%
Shared 0.ToString("F0")%
None 98.60477699621242.ToString("F0")%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,740,470 across 39 Medical Instruments & Supplies names. ALGN ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
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|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in ALGN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,742,319 | 103,496 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,211,024 | 103,817 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,501,269 | 19,975 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,512,598 | 13,271 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,467,389 | 9,237 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $935,792 | 4,488 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,709,284 | 6,721 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,018,351 | 4,218 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,247,079 | 3,803 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $881,732 | 3,218 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $951,377 | 3,116 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,167,012 | 3,300 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $12,095,199 | 36,198 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $7,648,710 | 36,267 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,677,080 | 41,896 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,091,135 | 42,638 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $20,052,948 | 45,993 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $25,159,479 | 38,284 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $9,223,656 | 15,096 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $8,174,936 | 15,096 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $8,067,000 | 15,096 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $4,941,826 | 15,096 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $4,142,946 | 15,096 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,625,949 | 15,096 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||