Capstone Investment Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-5,558
| Closed | -$696K | – | 1554 |
|
|
2025
Q3 | $696K | Buy |
5,558
+2,163
| +64% | +$339K | ﹤0.01% | 1176 |
|
|
2025
Q2 | $643K | Sell |
3,395
-1,116
| -25% | -$197K | ﹤0.01% | 1029 |
|
|
2025
Q1 | $717K | Sell |
4,511
-3,000
| -40% | -$589K | ﹤0.01% | 985 |
|
|
2024
Q4 | $1.57M | Buy |
7,511
+4,679
| +165% | +$1.05M | ﹤0.01% | 927 |
|
|
2024
Q3 | $720K | Buy |
2,832
+105
| +4% | +$24.8K | ﹤0.01% | 1090 |
|
|
2024
Q2 | $658K | Buy |
+2,727
| New | +$759K | ﹤0.01% | 1173 |
|
|
2024
Q1 | – | Sell |
-653
| Closed | -$192K | – | 2319 |
|
|
2023
Q4 | $179K | Buy |
653
+4
| +0.6% | +$948 | ﹤0.01% | 1816 |
|
|
2023
Q3 | $198K | Buy |
649
+643
| +10,717% | +$222K | ﹤0.01% | 1817 |
|
|
2023
Q2 | $2.12K | Sell |
6
-1,056
| -99% | -$336K | ﹤0.01% | 1821 |
|
|
2023
Q1 | $355K | Buy |
1,062
+461
| +77% | +$136K | ﹤0.01% | 1116 |
|
|
2022
Q4 | $127K | Buy |
+601
| New | +$120K | ﹤0.01% | 1368 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$515 | – | 1645 |
|
|
2022
Q2 | $0 | Sell |
2
-420
| -100% | -$129K | ﹤0.01% | 1802 |
|
|
2022
Q1 | $184K | Buy |
422
+350
| +486% | +$170K | ﹤0.01% | 1779 |
|
|
2021
Q4 | $47K | Buy |
+72
| New | +$46.3K | ﹤0.01% | 1740 |
|
|
2021
Q2 | – | Sell |
-384
| Closed | -$227K | – | 1702 |
|
|
2021
Q1 | $208K | Buy |
+384
| New | +$212K | ﹤0.01% | 1425 |
|
|
2020
Q2 | – | Sell |
-14,687
| Closed | -$3.31M | – | 1308 |
|
|
2020
Q1 | $2.56M | Buy |
14,687
+8,157
| +125% | +$1.95M | 0.04% | 450 |
|
|
2019
Q4 | $1.82M | Sell |
6,530
-16,200
| -71% | -$4.04M | 0.01% | 856 |
|
|
2019
Q3 | $4.11M | Buy |
22,730
+20,167
| +787% | +$4.19M | 0.03% | 509 |
|
|
2019
Q2 | $701K | Buy |
2,563
+2,546
| +14,976% | +$769K | 0.01% | 1045 |
|
|
2019
Q1 | $5K | Sell |
17
-1,308
| -99% | -$312K | ﹤0.01% | 1268 |
|
|
2018
Q4 | $277K | Buy |
1,325
+608
| +85% | +$154K | ﹤0.01% | 956 |
|
|
2018
Q3 | $281K | Buy |
+717
| New | +$265K | ﹤0.01% | 933 |
|
|
2018
Q1 | – | Sell |
-3,299
| Closed | -$733K | – | 344 |
|
|
2017
Q4 | $733K | Buy |
+3,299
| New | +$749K | 0.02% | 225 |
|
|
2016
Q4 | – | Sell |
-32,390
| Closed | -$3.04M | – | 900 |
|
|
2016
Q3 | $3.04M | Buy |
+32,390
| New | +$2.93M | 0.07% | 190 |
|
|
2016
Q2 | – | Sell |
-41,572
| Closed | -$3.02M | – | 674 |
|
|
2016
Q1 | $3.02M | Buy |
41,572
+21,757
| +110% | +$1.42M | 0.09% | 149 |
|
|
2015
Q4 | $1.3M | Buy |
19,815
+13,815
| +230% | +$886K | 0.03% | 217 |
|
|
2015
Q3 | $340K | Buy |
+6,000
| New | +$358K | 0.01% | 322 |
|
Other funds holding ALGN
Capstone Investment Advisors's ALGN Position: Q4 2025 in Review
Capstone Investment Advisors sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 5,558 shares — an estimated $696K sold.
Capstone Investment Advisors first reported a position in ALGN in Q3 2015 and held it in 27 quarters. The position peaked at $4.11M in Q3 2019. 665 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.
- Capstone Investment Advisors reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
- Capstone Investment Advisors sold 5,558 Align Technology shares in Q4 2025, an estimated $696K.
- Capstone Investment Advisors first reported a position in Align Technology in Q3 2015 and held it in 27 quarters.
- Capstone Investment Advisors's Align Technology position peaked at $4.11M in Q3 2019.
- 665 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.
Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.