Creative Planning

Position in ALGN — Align Technology Inc

CIK 1540235 OVERLAND PARK, KS

Position in ALGN

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$9,847,282

+$3,160,939 QoQ

Shares Held

57,442

+34.1% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Mar 31, 2026

Creative Planning holds $168,796,083 across 25 Medical Instruments & Supplies names. ALGN ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	125,675	$57,934,917
2	BDX	Becton Dickinson & Co	133,511	$20,991,934
3	WST	West Pharmaceutical Services Inc	83,372	$20,896,358
4	ALGN	Align Technology Inc This page	57,442	$9,847,282
5	RMD	Resmed Inc	38,899	$8,732,047
6	ALC	Alcon Inc	114,290	$8,611,751
7	HOLX	HOLOGIC INC	109,718	$8,293,583
8	COO	Cooper Companies, Inc.	82,915	$5,928,422

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.