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Capital Investment Advisors’s Align Technology ALGN Stock Holding History

Capital Investment 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 		$251K Buy
1,487
+85
+6% +$14.8K ﹤0.01% 691
2026
Q1 		$240K Sell
1,402
-2,839
-67% -$497K ﹤0.01% 665
2025
Q4 		$662K Sell
4,241
-1,273
-23% -$182K 0.01% 420
2025
Q3 		$690K Sell
5,514
-559
-9% -$87.6K 0.01% 413
2025
Q2 		$1.15M Buy
6,073
+6
+0.1% +$1.06K 0.02% 313
2025
Q1 		$964K Buy
6,067
+1,052
+21% +$207K 0.02% 325
2024
Q4 		$1.05M Sell
5,015
-424
-8% -$94.7K 0.02% 307
2024
Q3 		$1.38M Buy
5,439
+1,104
+25% +$260K 0.03% 262
2024
Q2 		$1.05M Buy
4,335
+605
+16% +$168K 0.02% 284
2024
Q1 		$1.22M Buy
3,730
+1,687
+83% +$495K 0.03% 263
2023
Q4 		$560K Buy
2,043
+863
+73% +$205K 0.01% 363
2023
Q3 		$360K Buy
1,180
+215
+22% +$74.3K 0.01% 416
2023
Q2 		$341K Buy
965
+280
+41% +$89.2K 0.01% 404
2023
Q1 		$229K Buy
+685
New +$202K 0.01% 494
2018
Q4 		– Sell
-567
Closed -$222K – 476
2018
Q3 		$222K Buy
+567
New +$209K 0.01% 443

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 Investment Advisors's ALGN Position: Q2 2026 in Review

Capital Investment Advisors increased its Align Technology (ALGN) stake by 6.1% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,487 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Capital Investment Advisors first reported a position in ALGN in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.38M in Q3 2024. 674 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Capital Investment Advisors held 1,487 shares of Align Technology worth $251K as of Q2 2026.
  • Capital Investment Advisors bought 85 Align Technology shares in Q2 2026, an estimated $14.8K.
  • Align Technology made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #691 holding.
  • Capital Investment Advisors first reported a position in Align Technology in Q3 2018 and has held it in 15 quarters since.
  • Capital Investment Advisors's Align Technology position peaked at $1.38M in Q3 2024.
  • 674 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.