Position in ALGN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$564,347
+$24,068 QoQ
Shares Held
3,292
-4.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0.060753341433778855.ToString("F0")%
Shared 0.ToString("F0")%
None 99.93924665856622.ToString("F0")%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026Allworth Financial LP holds $18,061,428 across 39 Medical Instruments & Supplies names. ALGN ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
27,819 | $12,824,280 | |
| 2 | BDX |
Becton Dickinson & Co
|
13,731 | $2,158,925 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,821 | $733,562 | |
| 4 | ALGN |
Align Technology Inc
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|
3,292 | $564,347 | |
| 5 | COO |
Cooper Companies, Inc.
|
5,029 | $359,573 | |
| 6 | SOLV |
Solventum Corp
|
4,752 | $310,305 | |
| 7 | RMD |
Resmed Inc
|
1,016 | $228,071 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
848 | $212,542 |
All Filings in ALGN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $564,347 | 3,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $540,279 | 3,460 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $359,882 | 2,874 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $526,716 | 2,782 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $406,205 | 2,557 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $503,760 | 2,416 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $38,910 | 153 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $28,730 | 119 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $56,074 | 171 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $36,990 | 135 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $94,954 | 311 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $96,543 | 273 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $91,888 | 275 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $47,030 | 223 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $22,989 | 111 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,223 | 77 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $50,140 | 115 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $657 | 1 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $16,635 | 25 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $54,153 | 100 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $53,438 | 100 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $32,736 | 100 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $27,444 | 100 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||