Position in ALGN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$497,818
+$158,045 QoQ
Shares Held
2,904
+33.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026AE Wealth Management LLC holds $31,294,210 across 8 Medical Instruments & Supplies names. ALGN ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
|
151,735 | $19,121,617 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
21,044 | $9,701,038 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,513 | $709,565 | |
| 4 | ALGN |
Align Technology Inc
This page
|
2,904 | $497,818 | |
| 5 | RMD |
Resmed Inc
|
2,003 | $449,628 | |
| 6 | SOLV |
Solventum Corp
|
4,448 | $290,449 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
1,142 | $286,216 | |
| 8 | BAX |
Baxter International Inc
|
14,160 | $237,879 |
All Filings in ALGN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $497,818 | 2,904 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $339,773 | 2,176 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $649,887 | 5,190 | Shares | Other | 2025-11-03 | |
| 2023-12-31 | $894,062 | 3,263 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $885,733 | 2,901 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,076,480 | 3,044 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $830,337 | 2,485 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $480,430 | 2,278 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $426,232 | 2,058 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,980,454 | 8,368 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,019,736 | 6,926 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,902,992 | 5,939 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,458,239 | 5,197 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,824,653 | 4,623 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $235,024 | 434 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||