Capstone Investment Advisors
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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
Q4 		– Sell
-5,700
Closed -$714K – 1555
2025
Q3 		$714K Buy
5,700
+100
+2% +$15.7K ﹤0.01% 1163
2025
Q2 		$1.06M Sell
5,600
-700
-11% -$124K ﹤0.01% 833
2025
Q1 		$1M Sell
6,300
-5,700
-48% -$1.12M ﹤0.01% 886
2024
Q4 		$2.5M Buy
12,000
+400
+3% +$89.4K 0.01% 773
2024
Q3 		$2.95M Buy
11,600
+3,200
+38% +$755K 0.01% 609
2024
Q2 		$2.03M Hold
8,400
– – 0.01% 721
2024
Q1 		$2.75M Sell
8,400
-15,700
-65% -$4.61M 0.01% 646
2023
Q4 		$6.6M Buy
24,100
+3,600
+18% +$853K 0.02% 434
2023
Q3 		$6.26M Buy
20,500
+1,500
+8% +$518K 0.03% 375
2023
Q2 		$6.72M Buy
19,000
+600
+3% +$191K 0.03% 316
2023
Q1 		$6.15M Buy
18,400
+17,600
+2,200% +$5.19M 0.03% 326
2022
Q4 		$169K Sell
800
-200
-20% -$40K ﹤0.01% 1330
2022
Q3 		$207K Sell
1,000
-2,800
-74% -$721K ﹤0.01% 1459
2022
Q2 		$899K Sell
3,800
-7,300
-66% -$2.24M ﹤0.01% 1059
2022
Q1 		$4.84M Sell
11,100
-30,100
-73% -$14.7M 0.01% 718
2021
Q4 		$27.1M Sell
41,200
-4,600
-10% -$2.96M 0.05% 350
2021
Q3 		$30.5M Buy
45,800
+7,000
+18% +$4.75M 0.06% 303
2021
Q2 		$23.7M Buy
38,800
+8,800
+29% +$5.21M 0.05% 313
2021
Q1 		$16.2M Sell
30,000
-36,000
-55% -$19.9M 0.05% 337
2020
Q4 		$35.3M Buy
66,000
+3,200
+5% +$1.44M 0.12% 138
2020
Q3 		$20.6M Buy
62,800
+15,300
+32% +$4.67M 0.11% 167
2020
Q2 		$13M Buy
47,500
+7,300
+18% +$1.64M 0.09% 199
2020
Q1 		$6.99M Sell
40,200
-31,100
-44% -$7.45M 0.11% 198
2019
Q4 		$19.9M Buy
71,300
+28,000
+65% +$6.98M 0.11% 202
2019
Q3 		$7.83M Buy
43,300
+20,600
+91% +$4.28M 0.05% 329
2019
Q2 		$6.21M Buy
22,700
+6,500
+40% +$1.96M 0.05% 405
2019
Q1 		$4.61M Buy
16,200
+8,100
+100% +$1.93M 0.04% 375
2018
Q4 		$1.7M Buy
8,100
+3,400
+72% +$859K 0.02% 481
2018
Q3 		$1.84M Buy
+4,700
New +$1.73M 0.02% 456

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.