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Capital Advisors Ltd’s Align Technology ALGN Stock Holding History

Capital Advisors Ltd’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 		$5K Sell
32
-3
-9% -$521 ﹤0.01% 952
2026
Q1 		$6K Buy
35
+2
+6% +$350 ﹤0.01% 909
2025
Q4 		$5K Sell
33
-121
-79% -$17.3K ﹤0.01% 929
2025
Q3 		$19K Buy
154
+1
+0.7% +$157 ﹤0.01% 652
2025
Q2 		$29K Buy
153
+1
+0.7% +$177 ﹤0.01% 565
2025
Q1 		$24K Buy
152
+143
+1,589% +$28.1K ﹤0.01% 582
2024
Q4 		$2K Sell
9
-3
-25% -$670 ﹤0.01% 1041
2024
Q3 		$3K Buy
12
+3
+33% +$708 ﹤0.01% 980
2024
Q2 		$2K Sell
9
-1
-10% -$278 ﹤0.01% 1027
2024
Q1 		$3K Buy
10
+1
+11% +$293 ﹤0.01% 952
2023
Q4 		$2K Hold
9
– – ﹤0.01% 983
2023
Q3 		$3K Hold
9
– – ﹤0.01% 912
2023
Q2 		$3K Sell
9
-12
-57% -$3.82K ﹤0.01% 923
2023
Q1 		$7K Buy
21
+12
+133% +$3.54K ﹤0.01% 607
2022
Q4 		$2K Buy
9
+5
+125% +$1K ﹤0.01% 815
2022
Q3 		$1K Sell
4
-3
-43% -$772 ﹤0.01% 943
2022
Q2 		$2K Buy
+7
New +$2.15K ﹤0.01% 642
2022
Q1 		– Sell
-1
Closed -$1K – 885
2021
Q4 		$1K Buy
+1
New +$643 ﹤0.01% 608

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

Capital Advisors Ltd's ALGN Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Align Technology (ALGN) stake by 8.6% in Q2 2026, selling an estimated $521 and leaving 32 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Capital Advisors Ltd first reported a position in ALGN in Q4 2021 and has held it in 18 quarters since. The position peaked at $29K in Q2 2025. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Capital Advisors Ltd held 32 shares of Align Technology worth $5K as of Q2 2026.
  • Capital Advisors Ltd sold 3 Align Technology shares in Q2 2026, an estimated $521.
  • Align Technology made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #952 holding.
  • Capital Advisors Ltd first reported a position in Align Technology in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Align Technology position peaked at $29K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.