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CoreCap Advisors’s Align Technology ALGN Stock Holding History

CoreCap 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
Q3 		$2.33K Sell
16
-63
-80% -$10.4K ﹤0.01% 2464
2026
Q2 		$13.3K Sell
79
-970
-92% -$168K ﹤0.01% 1967
2026
Q1 		$180K Buy
1,049
+1,034
+6,893% +$181K 0.01% 837
2025
Q4 		$2.34K Buy
+15
New +$2.15K ﹤0.01% 2440
2025
Q3 		– Sell
-12
Closed -$2.27K – 2793
2025
Q2 		$2.27K Sell
12
-4
-25% -$707 ﹤0.01% 2289
2025
Q1 		$2.54K Buy
16
+14
+700% +$2.75K ﹤0.01% 2289
2024
Q4 		$417 Sell
2
-12
-86% -$2.68K ﹤0.01% 2576
2024
Q3 		$3.56K Buy
+14
New +$3.3K ﹤0.01% 2053
2024
Q2 		– Sell
-326
Closed -$107K – 1634
2024
Q1 		$107K Buy
+326
New +$95.6K 0.01% 817
2023
Q3 		– Sell
-3,724
Closed -$1.32M – 555
2023
Q2 		$1.32M Buy
+3,724
New +$1.19M 0.09% 208
2022
Q4 		$98.5K Buy
+467
New +$93.5K 0.01% 741
2022
Q3 		– Sell
-292
Closed -$69K – 584
2022
Q2 		$69K Buy
+292
New +$89.7K 0.01% 828
2022
Q1 		– Sell
-1,682
Closed -$1.1M – 591
2021
Q4 		$1.1M Buy
+1,682
New +$1.08M 0.07% 214

Other funds holding ALGN

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CoreCap Advisors's ALGN Position: Q3 2026 in Review

CoreCap Advisors reduced its Align Technology (ALGN) stake by 80% in Q3 2026, selling an estimated $10.4K and leaving 16 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

CoreCap Advisors first reported a position in ALGN in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.32M in Q2 2023. 17 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • CoreCap Advisors held 16 shares of Align Technology worth $2.33K as of Q3 2026.
  • CoreCap Advisors sold 63 Align Technology shares in Q3 2026, an estimated $10.4K.
  • Align Technology made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2464 holding.
  • CoreCap Advisors first reported a position in Align Technology in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Align Technology position peaked at $1.32M in Q2 2023.
  • 17 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.