Compensation award — excluded from discretionary-purchase analysis.
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Fund holdingsView the official recordSEC Schedule 13G — Beneficial ownership over 5% (passive investor)
5%+ stake
G. Zachary Gund, as trustee, sole manager or co-manager cut its ALGN stake below 5% (2.6%)
Stake as of Jun 30, 2026 · Filed Aug 12, 2026
- 2.6%
- Stake
- 1.88M
- Shares owned
Why it stands out
The holder reported owning less than 5%, which ends its duty to keep reporting this stake.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
All the details
Dates, kept separate
- Date of the event that required the filing
- Jun 30, 2026
- Reporting period
- Not applicable
- Filed with the SEC
- Aug 12, 2026
passive5% holder
Context
- Change vs prior quarter
Undefined
Compared with the manager's prior 13F
- Shares, this quarter
—
- Tracked managers with the same change
NaN
For the same quarter
Source receipt
- Record ID