Creative Planning

Position in ALGN — Align Technology Inc

CIK 1540235 OVERLAND PARK, KS

Position in ALGN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$11,686,787

+$1,839,505 QoQ

Shares Held

69,292

+20.6% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#104

of 676 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Creative Planning holds $195,883,119 across 27 Medical Instruments & Supplies names. ALGN ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	137,514	$54,686,566
2	WST	West Pharmaceutical Services Inc	90,518	$32,495,962
3	BDX	Becton Dickinson & Co	134,462	$20,348,133
4	ALGN	Align Technology Inc This page	69,292	$11,686,787
5	MMSI	Merit Medical Systems Inc	146,939	$10,188,749
6	RMD	Resmed Inc	49,217	$9,591,408
7	COO	Cooper Companies, Inc.	127,408	$9,136,427
8	ALC	Alcon Inc	132,357	$8,881,154

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,686,787	69,292	+20.6%	Shares	Defined	2026-08-13
2026-03-31	$9,847,282	57,442	+34.1%	Shares	Sole	2026-05-12
2025-12-31	$6,686,343	42,820	+142.2%	Shares	Sole	2026-02-17
2025-09-30	$2,213,763	17,679	+29.7%	Shares	Sole	2025-11-14
2025-06-30	$2,580,756	13,631	+15.6%	Shares	Sole	2025-08-08
2025-03-31	$1,873,594	11,794	+34.9%	Shares	Sole	2025-05-15
2024-12-31	$1,823,627	8,746	-21.5%	Shares	Defined	2025-02-14
2024-09-30	$2,834,141	11,144	+7.9%	Shares	Defined	2024-10-11
2024-06-30	$2,493,245	10,327	-2.6%	Shares	Sole	2024-08-15
2024-03-31	$3,475,951	10,600	+18.2%	Shares	Defined	2024-05-13
2023-12-31	$2,456,684	8,966	-10.9%	Shares	Defined	2024-02-14
2023-09-30	$3,071,518	10,060	+3.6%	Shares	Defined	2023-11-16
2023-06-30	$3,434,197	9,711	+11.4%	Shares	Defined	2023-07-21
2023-03-31	$2,913,700	8,720	+13.0%	Shares	Sole	2023-05-15
2022-12-31	$1,628,148	7,720	+32.7%	Shares	Sole	2023-02-10
2022-09-30	$1,204,551	5,816	-6.4%	Shares	Sole	2022-11-03
2022-06-30	$1,470,667	6,214	+40.7%	Shares	Sole	2022-08-15
2022-03-31	$1,926,248	4,418	+3.4%	Shares	Sole	2022-05-16
2021-12-31	$2,808,130	4,273	+4.0%	Shares	Sole	2022-02-11
2021-09-30	$2,733,586	4,108	-3.9%	Shares	Sole	2021-11-10
2021-06-30	$2,612,025	4,275	-22.4%	Shares	Sole	2021-08-04
2021-03-31	$2,982,747	5,508	-27.5%	Shares	Sole	2021-04-30
2020-12-31	$4,057,547	7,593	+1.3%	Shares	Sole	2021-01-29
2020-09-30	$2,453,890	7,496	-1.9%	Shares	Sole	2020-11-05
2020-06-30	$2,097,270	7,642	+0.6%	Shares	Sole	2020-07-23
2020-03-31	$1,320,802	7,593	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.