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Capital Performance Advisors’s Align Technology ALGN Stock Holding History

Capital Performance 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
Q1 		– Sell
-1,395
Closed -$218K – 471
2025
Q4 		$218K Buy
+1,395
New +$200K 0.02% 400
2024
Q4 		– Sell
-312
Closed -$79.3K – 265
2024
Q3 		$79.3K Buy
+312
New +$73.6K 0.02% 245

Other funds holding ALGN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Performance Advisors's ALGN Position: Q1 2026 in Review

Capital Performance Advisors sold out of Align Technology (ALGN) in Q1 2026, closing a stake of 1,395 shares — an estimated $218K sold.

Capital Performance Advisors first reported a position in ALGN in Q3 2024 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Capital Performance Advisors reported no remaining Align Technology position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,395 Align Technology shares in Q1 2026, an estimated $218K.
  • Capital Performance Advisors first reported a position in Align Technology in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Align Technology position peaked at $218K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.