Capital Analysts LLC’s Align Technology ALGN Stock Holding History

Capital Analysts LLC’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	-4	Closed	-$1K	–	1540
2026 Q1	$1K	Buy	+4	New	+$701	﹤0.01%	1483
2021 Q2	–	Sell	-10	Closed	-$5K	–	939
2021 Q1	$5K	Hold	10	–	–	﹤0.01%	859
2020 Q4	$5K	Hold	10	–	–	﹤0.01%	621
2020 Q3	$3K	Hold	10	–	–	﹤0.01%	679
2020 Q2	$3K	Hold	10	–	–	﹤0.01%	636
2020 Q1	$2K	Hold	10	–	–	﹤0.01%	631
2019 Q4	$3K	Hold	10	–	–	﹤0.01%	640
2019 Q3	$1K	Sell	10 -4,132	-100%	-$859K	﹤0.01%	665
2019 Q2	$1.13M	Sell	4,142 -328	-7%	-$99K	0.12%	150
2019 Q1	$1.27M	Buy	+4,470	New	+$1.07M	0.15%	127
2018 Q3	–	Sell	-35	Closed	-$12K	–	567
2018 Q2	$12K	Hold	35	–	–	﹤0.01%	448
2018 Q1	$9K	Buy	+35	New	+$8.99K	﹤0.01%	451

Other funds holding ALGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital Analysts LLC's ALGN Position: Q2 2026 in Review

Capital Analysts LLC sold out of Align Technology (ALGN) in Q2 2026, closing a stake of 4 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in ALGN in Q1 2018 and held it in 12 quarters. The position peaked at $1.27M in Q1 2019. 670 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Capital Analysts LLC reported no remaining Align Technology position as of Q2 2026 after selling out during the quarter.
Capital Analysts LLC sold 4 Align Technology shares in Q2 2026, an estimated $1K.
Capital Analysts LLC first reported a position in Align Technology in Q1 2018 and held it in 12 quarters.
Capital Analysts LLC's Align Technology position peaked at $1.27M in Q1 2019.
670 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.