Creative Planning’s Align Technology ALGN Stock Holding History

Creative 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
2020 Q1	–	Sell	-800	Closed	-$58K	–	1867
2019 Q4	$58K	Hold	800	–	–	﹤0.01%	1808
2019 Q3	$16K	Hold	800	–	–	﹤0.01%	1870
2019 Q2	$66K	Hold	800	–	–	﹤0.01%	1787
2019 Q1	$76K	Buy	+800	New	+$191K	﹤0.01%	1742
2018 Q4	–	Sell	-2,200	Closed	-$438K	–	1947
2018 Q3	$438K	Buy	2,200 +500	+29%	+$184K	﹤0.01%	1163
2018 Q2	$263K	Buy	1,700 +500	+42%	+$149K	﹤0.01%	1444
2018 Q1	$79K	Buy	+1,200	New	+$308K	﹤0.01%	1779

Other funds holding ALGN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Creative Planning's ALGN Position: Q3 2026 in Review

Creative Planning increased its Align Technology (ALGN) stake by 5% in Q3 2026, buying an estimated $578K and bringing the position to 72,790 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #938.

Creative Planning first reported a position in ALGN in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.7M in Q2 2026. 284 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

Creative Planning held 72,790 shares of Align Technology worth $10.6M as of Q3 2026.
Creative Planning bought 3,498 Align Technology shares in Q3 2026, an estimated $578K.
Align Technology made up 0.01% of Creative Planning's portfolio in Q3 2026, its #938 holding.
Creative Planning first reported a position in Align Technology in Q2 2013 and has held it in 53 quarters since.
Creative Planning's Align Technology position peaked at $11.7M in Q2 2026.
284 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.