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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's ALGN Position: Q1 2026 in Review

Creative Planning increased its Align Technology (ALGN) stake by 34% in Q1 2026, buying an estimated $2.56M and bringing the position to 57,442 shares worth $9.85M. The position accounts for 0.01% of the portfolio, ranked #699.

Creative Planning first reported a position in ALGN in Q2 2013 and has held it in 51 quarters since. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

Creative Planning held 57,442 shares of Align Technology worth $9.85M as of Q1 2026.
Creative Planning bought 14,622 Align Technology shares in Q1 2026, an estimated $2.56M.
Align Technology made up 0.01% of Creative Planning's portfolio in Q1 2026, its #699 holding.
Creative Planning first reported a position in Align Technology in Q2 2013 and has held it in 51 quarters since.
688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.