Creative Planning
ALGN icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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. 674 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.
  • 674 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.