Capstone Investment Advisors
ALGN icon

Capstone Investment Advisors’s Align Technology ALGN Stock Holding History

Capstone 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
2025
Q1 		– Sell
-4,500
Closed -$938K – 1337
2024
Q4 		$938K Buy
4,500
+800
+22% +$179K ﹤0.01% 1089
2024
Q3 		$941K Sell
3,700
-100
-3% -$23.6K ﹤0.01% 975
2024
Q2 		$917K Buy
3,800
+100
+3% +$27.8K ﹤0.01% 1026
2024
Q1 		$1.21M Sell
3,700
-1,700
-31% -$499K ﹤0.01% 1031
2023
Q4 		$1.48M Buy
5,400
+2,200
+69% +$522K ﹤0.01% 901
2023
Q3 		$977K Buy
3,200
+1,100
+52% +$380K ﹤0.01% 994
2023
Q2 		$743K Buy
2,100
+200
+11% +$63.7K ﹤0.01% 984
2023
Q1 		$635K Sell
1,900
-9,800
-84% -$2.89M ﹤0.01% 937
2022
Q4 		$2.47M Buy
11,700
+7,600
+185% +$1.52M 0.02% 636
2022
Q3 		$849K Buy
4,100
+300
+8% +$77.2K 0.01% 1098
2022
Q2 		$899K Sell
3,800
-300
-7% -$92.2K ﹤0.01% 1058
2022
Q1 		$1.79M Sell
4,100
-5,000
-55% -$2.43M ﹤0.01% 1111
2021
Q4 		$5.98M Buy
9,100
+600
+7% +$386K 0.01% 767
2021
Q3 		$5.66M Buy
8,500
+1,300
+18% +$883K 0.01% 814
2021
Q2 		$4.4M Buy
7,200
+1,700
+31% +$1.01M 0.01% 756
2021
Q1 		$2.98M Sell
5,500
-10,500
-66% -$5.8M 0.01% 801
2020
Q4 		$8.55M Buy
16,000
+2,000
+14% +$899K 0.03% 438
2020
Q3 		$4.58M Buy
14,000
+4,300
+44% +$1.31M 0.02% 544
2020
Q2 		$2.66M Buy
9,700
+4,500
+87% +$1.01M 0.02% 620
2020
Q1 		$905K Sell
5,200
-6,200
-54% -$1.48M 0.01% 740
2019
Q4 		$3.18M Buy
11,400
+1,900
+20% +$474K 0.02% 706
2019
Q3 		$1.72M Buy
9,500
+1,600
+20% +$333K 0.01% 770
2019
Q2 		$2.16M Buy
7,900
+2,900
+58% +$876K 0.02% 718
2019
Q1 		$1.42M Buy
5,000
+3,000
+150% +$716K 0.01% 711
2018
Q4 		$419K Buy
2,000
+1,600
+400% +$404K 0.01% 858
2018
Q3 		$156K Buy
+400
New +$148K ﹤0.01% 1056

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.