CAPTRUST Financial 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
2026
Q2
$2.64M Buy
15,644
+130
+0.8% +$22.6K ﹤0.01% 1147
2026
Q1
$2.66M Buy
15,514
+285
+2% +$49.9K ﹤0.01% 1068
2025
Q4
$2.38M Buy
15,229
+3,620
+31% +$519K ﹤0.01% 1004
2025
Q3
$1.45M Buy
11,609
+1,500
+15% +$235K ﹤0.01% 1212
2025
Q2
$1.91M Buy
10,109
+1,115
+12% +$197K ﹤0.01% 987
2025
Q1
$1.43M Sell
8,994
-4,187
-32% -$822K ﹤0.01% 1091
2024
Q4
$2.75M Sell
13,181
-678
-5% -$151K 0.01% 752
2024
Q3
$3.52M Sell
13,859
-1,444
-9% -$341K 0.01% 632
2024
Q2
$3.69M Sell
15,303
-39
-0.3% -$10.9K 0.01% 588
2024
Q1
$5.03M Sell
15,342
-4,143
-21% -$1.22M 0.02% 499
2023
Q4
$5.34M Buy
19,485
+6,385
+49% +$1.51M 0.02% 537
2023
Q3
$4M Buy
13,100
+8,334
+175% +$2.88M 0.02% 599
2023
Q2
$1.69M Sell
4,766
-87
-2% -$27.7K 0.01% 904
2023
Q1
$1.62M Buy
4,853
+609
+14% +$180K 0.01% 817
2022
Q4
$895K Buy
4,244
+995
+31% +$199K ﹤0.01% 1036
2022
Q3
$673K Buy
3,249
+990
+44% +$255K ﹤0.01% 1106
2022
Q2
$535K Buy
2,259
+321
+17% +$98.6K ﹤0.01% 1114
2022
Q1
$845K Buy
1,938
+51
+3% +$24.8K 0.01% 916
2021
Q4
$1.24M Sell
1,887
-34
-2% -$21.9K 0.01% 725
2021
Q3
$1.28M Buy
1,921
+64
+3% +$43.5K 0.01% 649
2021
Q2
$1.14M Sell
1,857
-251
-12% -$149K 0.01% 674
2021
Q1
$1.14M Buy
2,108
+843
+67% +$466K 0.01% 647
2020
Q4
$676K Buy
1,265
+125
+11% +$56.2K 0.01% 734
2020
Q3
$362K Sell
1,140
-39
-3% -$11.9K 0.01% 814
2020
Q2
$323K Buy
1,179
+683
+138% +$154K 0.01% 849
2020
Q1
$78K Buy
+496
New +$119K ﹤0.01% 1226
2019
Q4
Sell
-45
Closed -$8K 1026
2019
Q3
$8K Sell
45
-52
-54% -$10.8K ﹤0.01% 1552
2019
Q2
$27K Sell
97
-25
-20% -$7.55K ﹤0.01% 1177
2019
Q1
$35K Sell
122
-2
-2% -$477 ﹤0.01% 1000
2018
Q4
$26K Buy
124
+50
+68% +$12.6K ﹤0.01% 933
2018
Q3
$29K Buy
74
+33
+80% +$12.2K ﹤0.01% 895
2018
Q2
$14K Buy
+41
New +$12.2K ﹤0.01% 1059

Other funds holding ALGN

CAPTRUST Financial Advisors's ALGN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Align Technology (ALGN) stake by 0.84% in Q2 2026, buying an estimated $22.6K and bringing the position to 15,644 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

CAPTRUST Financial Advisors first reported a position in ALGN in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.34M in Q4 2023. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • CAPTRUST Financial Advisors held 15,644 shares of Align Technology worth $2.64M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 130 Align Technology shares in Q2 2026, an estimated $22.6K.
  • Align Technology made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1147 holding.
  • CAPTRUST Financial Advisors first reported a position in Align Technology in Q2 2018 and has held it in 32 quarters since.
  • CAPTRUST Financial Advisors's Align Technology position peaked at $5.34M in Q4 2023.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.