Position in ALGN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,731,467
-$123,038 QoQ
Shares Held
75,486
+0.7% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 675 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $347,608,087 across 21 Medical Instruments & Supplies names. ALGN ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
466,595 | $185,555,496 | |
| 2 | BDX |
Becton Dickinson & Co
|
384,289 | $58,154,451 | |
| 3 | COO |
Cooper Companies, Inc.
|
205,447 | $14,732,604 | |
| 4 | ALGN |
Align Technology Inc
This page
|
75,486 | $12,731,467 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
30,229 | $10,852,211 | |
| 6 | SOLV |
Solventum Corp
|
124,148 | $9,578,017 | |
| 7 | ATR |
Aptargroup, Inc.
|
75,473 | $9,449,219 | |
| 8 | RMD |
Resmed Inc
|
42,967 | $8,373,407 |
All Filings in ALGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,731,467 | 75,486 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $12,854,505 | 74,984 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,983,370 | 31,914 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,230,569 | 49,757 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,343,920 | 38,789 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,996,645 | 37,748 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,089,963 | 34,003 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,612,291 | 33,864 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,949,805 | 32,928 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,891,033 | 36,262 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,216,812 | 33,638 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $14,732,604 | 48,253 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $20,920,988 | 59,159 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,251,566 | 48,637 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,188,578 | 48,310 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,320,910 | 49,833 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,296,394 | 39,280 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $17,651,024 | 40,484 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $26,285,882 | 39,998 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,383,389 | 44,157 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,548,147 | 40,177 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $21,543,684 | 39,783 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $22,186,386 | 41,518 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,353,338 | 40,791 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $11,677,144 | 42,549 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,464,327 | 37,162 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||