Center for Financial Planning’s Align Technology ALGN Stock Holding History

Center for Financial Planning’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	-516	Closed	-$64.6K	–	704
2025 Q3	$64.6K	Hold	516	–	–	0.01%	276
2025 Q2	$97.7K	Buy	516 +295	+133%	+$52.1K	0.01%	221
2025 Q1	$35.1K	Buy	+221	New	+$43.4K	﹤0.01%	323
2023 Q3	–	Sell	-17	Closed	-$6.01K	–	523
2023 Q2	$6.01K	Hold	17	–	–	﹤0.01%	436
2023 Q1	$5.68K	Hold	17	–	–	﹤0.01%	407
2022 Q4	$3.58K	Hold	17	–	–	﹤0.01%	430
2022 Q3	$4K	Hold	17	–	–	﹤0.01%	438
2022 Q2	$4K	Hold	17	–	–	﹤0.01%	430
2022 Q1	$7K	Hold	17	–	–	﹤0.01%	405
2021 Q4	$11K	Hold	17	–	–	﹤0.01%	362
2021 Q3	$11K	Hold	17	–	–	﹤0.01%	347
2021 Q2	$10K	Sell	17 -24	-59%	-$14.2K	﹤0.01%	360
2021 Q1	$22K	Buy	+41	New	+$22.7K	0.01%	296

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Center for Financial Planning's ALGN Position: Q4 2025 in Review

Center for Financial Planning sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 516 shares — an estimated $64.6K sold.

Center for Financial Planning first reported a position in ALGN in Q1 2021 and held it in 13 quarters. The position peaked at $97.7K in Q2 2025. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

Center for Financial Planning reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 516 Align Technology shares in Q4 2025, an estimated $64.6K.
Center for Financial Planning first reported a position in Align Technology in Q1 2021 and held it in 13 quarters.
Center for Financial Planning's Align Technology position peaked at $97.7K in Q2 2025.
666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.