Addison Advisors
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Addison Advisors’s Align Technology ALGN Stock Holding History

Addison Advisors’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$605 Buy
+4
New +$661 ﹤0.01% 724
2026
Q2 		– Hold
0
– – – 698
2025
Q2 		– Sell
-8
Closed -$1.27K – 882
2025
Q1 		$1.27K Buy
+8
New +$1.57K ﹤0.01% 772
2022
Q2 		– Sell
-1
Closed – – 663
2022
Q1 		$0 Hold
1
– – ﹤0.01% 700
2021
Q4 		$1K Buy
+1
New +$643 ﹤0.01% 550

Other funds holding ALGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Addison Advisors's ALGN Position: Q3 2026 in Review

Addison Advisors opened a new position in Align Technology (ALGN) in Q3 2026: 4 shares worth $605. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Addison Advisors previously reported a position in ALGN as recently as Q1 2025.

Addison Advisors first reported a position in ALGN in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.27K in Q1 2025. 357 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Addison Advisors held 4 shares of Align Technology worth $605 as of Q3 2026.
  • Align Technology was a new Addison Advisors position in Q3 2026.
  • Align Technology made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #724 holding.
  • Addison Advisors first reported a position in Align Technology in Q4 2021 and has held it in 4 quarters since.
  • Addison Advisors's Align Technology position peaked at $1.27K in Q1 2025.
  • 357 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.