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Annis Gardner Whiting Capital Advisors’s Align Technology ALGN Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-136
Closed -$23.3K – 381
2026
Q1 		$23.3K Buy
136
+50
+58% +$8.76K ﹤0.01% 698
2025
Q4 		$13.4K Buy
86
+66
+330% +$9.46K ﹤0.01% 718
2025
Q3 		$2.5K Buy
20
+15
+300% +$2.35K ﹤0.01% 857
2025
Q2 		$947 Buy
+5
New +$883 ﹤0.01% 1086
2025
Q1 		– Sell
-18
Closed -$3.75K – 743
2024
Q4 		$3.75K Buy
+18
New +$4.02K ﹤0.01% 639
2024
Q3 		– Sell
-72
Closed -$17.4K – 737
2024
Q2 		$17.4K Sell
72
-44
-38% -$12.3K ﹤0.01% 593
2024
Q1 		$38K Buy
116
+58
+100% +$17K 0.01% 433
2023
Q4 		$15.9K Hold
58
– – 0.01% 431
2023
Q3 		$17.7K Buy
+58
New +$20K 0.01% 407

Other funds holding ALGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ALGN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Align Technology (ALGN) in Q2 2026, closing a stake of 136 shares — an estimated $23.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ALGN in Q3 2023 and held it in 9 quarters. The position peaked at $38K in Q1 2024. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Align Technology position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 136 Align Technology shares in Q2 2026, an estimated $23.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Align Technology in Q3 2023 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's Align Technology position peaked at $38K in Q1 2024.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.