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Cape Investment Advisory’s Align Technology ALGN Stock Holding History

Cape Investment Advisory’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 		$2.02K Buy
+12
New +$2.08K ﹤0.01% 1235
2026
Q1 		– Sell
-12
Closed -$1.87K – 257
2025
Q4 		$1.87K Sell
12
-20
-63% -$2.87K ﹤0.01% 1116
2025
Q3 		$4.01K Hold
32
– – ﹤0.01% 559
2025
Q2 		$6.06K Hold
32
– – ﹤0.01% 722
2025
Q1 		$5.08K Hold
32
– – ﹤0.01% 742
2024
Q4 		$6.67K Hold
32
– – ﹤0.01% 673
2024
Q3 		$8.14K Hold
32
– – ﹤0.01% 604
2024
Q2 		$7.73K Hold
32
– – ﹤0.01% 568
2024
Q1 		$10.5K Hold
32
– – ﹤0.01% 540
2023
Q4 		$8.77K Hold
32
– – ﹤0.01% 693
2023
Q3 		$9.77K Hold
32
– – 0.01% 555
2023
Q2 		$11.3K Hold
32
– – 0.01% 535
2023
Q1 		$10.7K Buy
+32
New +$9.44K 0.01% 524

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 $3.37T AUM 44.26% 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

Cape Investment Advisory's ALGN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Align Technology (ALGN) in Q2 2026: 12 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ALGN as recently as Q4 2025.

Cape Investment Advisory first reported a position in ALGN in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.3K in Q2 2023. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Cape Investment Advisory held 12 shares of Align Technology worth $2.02K as of Q2 2026.
  • Align Technology was a new Cape Investment Advisory position in Q2 2026.
  • Align Technology made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1235 holding.
  • Cape Investment Advisory first reported a position in Align Technology in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Align Technology position peaked at $11.3K in Q2 2023.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.