Position in ALGN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,397
-$603 QoQ
Shares Held
32
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#585
of 669 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $195,339 across 11 Medical Instruments & Supplies names. ALGN ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
540 | $81,718 | |
| 2 | RMD |
Resmed Inc
|
206 | $40,145 | |
| 3 | ISRG |
Intuitive Surgical Inc
|
88 | $34,995 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
43 | $15,437 | |
| 5 | SOLV |
Solventum Corp
|
175 | $13,501 | |
| 6 | ALGN |
Align Technology Inc
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|
32 | $5,397 | |
| 7 | BAX |
Baxter International Inc
|
124 | $2,643 | |
| 8 | COO |
Cooper Companies, Inc.
|
15 | $1,075 |
All Filings in ALGN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,397 | 32 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,000 | 35 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,152 | 33 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,283 | 154 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $28,967 | 153 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $24,146 | 152 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,876 | 9 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,051 | 12 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,172 | 9 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,279 | 10 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2 | 9 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,747 | 9 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,182 | 9 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,016 | 21 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,898 | 9 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $828 | 4 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,656 | 7 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $657 | 1 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||