Creative Planning’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 | $11.7M | Buy |
69,292
+11,850
| +21% | +$2.06M | 0.01% | 773 |
|
|
2026
Q1 | $9.85M | Buy |
57,442
+14,622
| +34% | +$2.56M | 0.01% | 699 |
|
|
2025
Q4 | $6.69M | Buy |
42,820
+25,141
| +142% | +$3.6M | ﹤0.01% | 821 |
|
|
2025
Q3 | $2.21M | Buy |
17,679
+4,048
| +30% | +$634K | ﹤0.01% | 1466 |
|
|
2025
Q2 | $2.58M | Buy |
13,631
+1,837
| +16% | +$325K | ﹤0.01% | 1132 |
|
|
2025
Q1 | $1.87M | Buy |
11,794
+3,048
| +35% | +$598K | ﹤0.01% | 1212 |
|
|
2024
Q4 | $1.82M | Sell |
8,746
-2,398
| -22% | -$536K | ﹤0.01% | 1189 |
|
|
2024
Q3 | $2.83M | Buy |
11,144
+817
| +8% | +$193K | ﹤0.01% | 890 |
|
|
2024
Q2 | $2.49M | Sell |
10,327
-273
| -3% | -$76K | ﹤0.01% | 893 |
|
|
2024
Q1 | $3.48M | Buy |
10,600
+1,634
| +18% | +$479K | ﹤0.01% | 741 |
|
|
2023
Q4 | $2.46M | Sell |
8,966
-1,094
| -11% | -$259K | ﹤0.01% | 826 |
|
|
2023
Q3 | $3.07M | Buy |
10,060
+349
| +4% | +$121K | ﹤0.01% | 682 |
|
|
2023
Q2 | $3.43M | Buy |
9,711
+991
| +11% | +$316K | ﹤0.01% | 630 |
|
|
2023
Q1 | $2.91M | Buy |
8,720
+1,000
| +13% | +$295K | ﹤0.01% | 652 |
|
|
2022
Q4 | $1.63M | Buy |
7,720
+1,904
| +33% | +$381K | ﹤0.01% | 829 |
|
|
2022
Q3 | $1.21M | Sell |
5,816
-398
| -6% | -$102K | ﹤0.01% | 886 |
|
|
2022
Q2 | $1.47M | Buy |
6,214
+1,796
| +41% | +$552K | ﹤0.01% | 813 |
|
|
2022
Q1 | $1.93M | Buy |
4,418
+145
| +3% | +$70.6K | ﹤0.01% | 736 |
|
|
2021
Q4 | $2.81M | Buy |
4,273
+165
| +4% | +$106K | ﹤0.01% | 589 |
|
|
2021
Q3 | $2.73M | Sell |
4,108
-167
| -4% | -$113K | ﹤0.01% | 584 |
|
|
2021
Q2 | $2.61M | Sell |
4,275
-1,233
| -22% | -$730K | ﹤0.01% | 582 |
|
|
2021
Q1 | $2.98M | Sell |
5,508
-2,085
| -27% | -$1.15M | 0.01% | 559 |
|
|
2020
Q4 | $4.06M | Buy |
7,593
+97
| +1% | +$43.6K | 0.01% | 423 |
|
|
2020
Q3 | $2.45M | Sell |
7,496
-146
| -2% | -$44.6K | 0.01% | 491 |
|
|
2020
Q2 | $2.1M | Buy |
7,642
+49
| +0.6% | +$11K | 0.01% | 480 |
|
|
2020
Q1 | $1.32M | Buy |
7,593
+32
| +0.4% | +$7.66K | ﹤0.01% | 550 |
|
|
2019
Q4 | $2.11M | Sell |
7,561
-2,974
| -28% | -$742K | 0.01% | 498 |
|
|
2019
Q3 | $1.91M | Buy |
10,535
+170
| +2% | +$35.3K | 0.01% | 508 |
|
|
2019
Q2 | $2.84M | Buy |
10,365
+328
| +3% | +$99K | 0.01% | 402 |
|
|
2019
Q1 | $2.85M | Sell |
10,037
-11,622
| -54% | -$2.77M | 0.01% | 374 |
|
|
2018
Q4 | $4.54M | Buy |
21,659
+2,226
| +11% | +$562K | 0.02% | 266 |
|
|
2018
Q3 | $7.6M | Buy |
19,433
+574
| +3% | +$212K | 0.03% | 202 |
|
|
2018
Q2 | $6.45M | Buy |
18,859
+242
| +1% | +$72.2K | 0.03% | 214 |
|
|
2018
Q1 | $4.67M | Buy |
18,617
+10,680
| +135% | +$2.74M | 0.02% | 258 |
|
|
2017
Q4 | $1.76M | Sell |
7,937
-9,724
| -55% | -$2.21M | 0.01% | 497 |
|
|
2017
Q3 | $3.29M | Buy |
17,661
+298
| +2% | +$51K | 0.02% | 321 |
|
|
2017
Q2 | $2.61M | Buy |
17,363
+821
| +5% | +$111K | 0.01% | 360 |
|
|
2017
Q1 | $1.9M | Buy |
16,542
+11,011
| +199% | +$1.11M | 0.01% | 438 |
|
|
2016
Q4 | $532K | Sell |
5,531
-222
| -4% | -$20.6K | ﹤0.01% | 890 |
|
|
2016
Q3 | $539K | Buy |
5,753
+1,964
| +52% | +$178K | ﹤0.01% | 851 |
|
|
2016
Q2 | $305K | Buy |
3,789
+16
| +0.4% | +$1.22K | ﹤0.01% | 1036 |
|
|
2016
Q1 | $274K | Buy |
3,773
+411
| +12% | +$26.9K | ﹤0.01% | 1044 |
|
|
2015
Q4 | $221K | Buy |
3,362
+1,798
| +115% | +$115K | ﹤0.01% | 1145 |
|
|
2015
Q3 | $89K | Buy |
+1,564
| New | +$93.2K | ﹤0.01% | 1652 |
|
|
2015
Q2 | – | Sell |
-1,332
| Closed | -$72K | – | 1157 |
|
|
2015
Q1 | $72K | Hold |
1,332
| – | – | ﹤0.01% | 1758 |
|
|
2014
Q4 | $74K | Buy |
1,332
+213
| +19% | +$11.3K | ﹤0.01% | 1732 |
|
|
2014
Q3 | $58K | Sell |
1,119
-281
| -20% | -$15.3K | ﹤0.01% | 1817 |
|
|
2014
Q2 | $78K | Buy |
1,400
+400
| +40% | +$20.8K | ﹤0.01% | 1588 |
|
|
2014
Q1 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 1775 |
|
|
2013
Q4 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 1512 |
|
|
2013
Q3 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 1527 |
|
|
2013
Q2 | $37K | Buy |
+1,000
| New | +$34.5K | ﹤0.01% | 1538 |
|
Other funds holding ALGN
Creative Planning's ALGN Position: Q2 2026 in Review
Creative Planning increased its Align Technology (ALGN) stake by 21% in Q2 2026, buying an estimated $2.06M and bringing the position to 69,292 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #773.
Creative Planning first reported a position in ALGN in Q2 2013 and has held it in 52 quarters since. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.
- Creative Planning held 69,292 shares of Align Technology worth $11.7M as of Q2 2026.
- Creative Planning bought 11,850 Align Technology shares in Q2 2026, an estimated $2.06M.
- Align Technology made up 0.01% of Creative Planning's portfolio in Q2 2026, its #773 holding.
- Creative Planning first reported a position in Align Technology in Q2 2013 and has held it in 52 quarters since.
- 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.