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Clearstead Advisors’s Align Technology ALGN Stock Holding History

Clearstead 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
2026
Q2 		$12.1K Sell
72
-1,207
-94% -$209K ﹤0.01% 1924
2026
Q1 		$219K Buy
1,279
+558
+77% +$97.7K ﹤0.01% 973
2025
Q4 		$113K Buy
721
+328
+83% +$47K ﹤0.01% 1095
2025
Q3 		$49.2K Buy
393
+17
+5% +$2.66K ﹤0.01% 1286
2025
Q2 		$71.2K Buy
376
+213
+131% +$37.6K ﹤0.01% 1172
2025
Q1 		$25.9K Buy
+163
New +$32K ﹤0.01% 1351
2024
Q4 		– Sell
-80
Closed -$20.3K – 2098
2024
Q3 		$20.3K Hold
80
– – ﹤0.01% 1411
2024
Q2 		$19.3K Hold
80
– – ﹤0.01% 1393
2024
Q1 		$21.8K Buy
80
+72
+900% +$21.1K ﹤0.01% 934
2023
Q4 		$2.19K Sell
8
-40
-83% -$9.48K ﹤0.01% 1272
2023
Q3 		$14.7K Buy
+48
New +$16.6K ﹤0.01% 1067
2023
Q2 		– Sell
-5
Closed -$1.67K – 1377
2023
Q1 		$1.67K Buy
+5
New +$1.48K ﹤0.01% 1166
2022
Q4 		– Sell
-5
Closed -$1K – 1311
2022
Q3 		$1K Sell
5
-28
-85% -$7.21K ﹤0.01% 1122
2022
Q2 		$8K Hold
33
– – ﹤0.01% 940
2022
Q1 		$14K Buy
+33
New +$16.1K ﹤0.01% 923
2021
Q4 		– Sell
-64
Closed -$43K – 1265
2021
Q3 		$43K Buy
64
+57
+814% +$38.7K ﹤0.01% 632
2021
Q2 		$4K Sell
7
-14
-67% -$8.29K ﹤0.01% 902
2021
Q1 		$11K Buy
+21
New +$11.6K ﹤0.01% 767

Other funds holding ALGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearstead Advisors's ALGN Position: Q2 2026 in Review

Clearstead Advisors reduced its Align Technology (ALGN) stake by 94% in Q2 2026, selling an estimated $209K and leaving 72 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Clearstead Advisors first reported a position in ALGN in Q1 2021 and has held it in 18 quarters since. The position peaked at $219K in Q1 2026. 327 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Clearstead Advisors held 72 shares of Align Technology worth $12.1K as of Q2 2026.
  • Clearstead Advisors sold 1,207 Align Technology shares in Q2 2026, an estimated $209K.
  • Align Technology made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1924 holding.
  • Clearstead Advisors first reported a position in Align Technology in Q1 2021 and has held it in 18 quarters since.
  • Clearstead Advisors's Align Technology position peaked at $219K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.