CBIZ Investment Advisory Services’s Align Technology ALGN Stock Holding History

CBIZ Investment Advisory Services’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	-23	Closed	-$3.59K	–	432
2025 Q4	$3.59K	Buy	+23	New	+$3.3K	﹤0.01%	565
2025 Q3	–	Sell	-3	Closed	-$568	–	669
2025 Q2	$568	Hold	3	–	–	﹤0.01%	630
2025 Q1	$477	Sell	3 -5	-63%	-$981	﹤0.01%	568
2024 Q4	$1.67K	Hold	8	–	–	﹤0.01%	413
2024 Q3	$2.03K	Hold	8	–	–	﹤0.01%	345
2024 Q2	$1.93K	Hold	8	–	–	﹤0.01%	338
2024 Q1	$2.62K	Buy	+8	New	+$2.35K	﹤0.01%	298

Other funds holding ALGN

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CBIZ Investment Advisory Services's ALGN Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Align Technology (ALGN) in Q1 2026, closing a stake of 23 shares — an estimated $3.59K sold.

CBIZ Investment Advisory Services first reported a position in ALGN in Q1 2024 and held it in 7 quarters. The position peaked at $3.59K in Q4 2025. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining Align Technology position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 23 Align Technology shares in Q1 2026, an estimated $3.59K.
CBIZ Investment Advisory Services first reported a position in Align Technology in Q1 2024 and held it in 7 quarters.
CBIZ Investment Advisory Services's Align Technology position peaked at $3.59K in Q4 2025.
688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.