Evanson Asset Management’s Align Technology ALGN Stock Holding History

Evanson Asset Management’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 Q1	$206K	Buy	+1,200	New	+$210K	0.01%	308
2025 Q3	–	Sell	-1,200	Closed	-$227K	–	324
2025 Q2	$227K	Buy	+1,200	New	+$212K	0.01%	306
2025 Q1	–	Sell	-1,200	Closed	-$250K	–	309
2024 Q4	$250K	Hold	1,200	–	–	0.02%	270
2024 Q3	$305K	Hold	1,200	–	–	0.02%	247
2024 Q2	$290K	Hold	1,200	–	–	0.02%	239
2024 Q1	$394K	Buy	+1,200	New	+$352K	0.03%	210

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

Evanson Asset Management's ALGN Position: Q1 2026 in Review

Evanson Asset Management opened a new position in Align Technology (ALGN) in Q1 2026: 1,200 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Evanson Asset Management previously reported a position in ALGN as recently as Q2 2025.

Evanson Asset Management first reported a position in ALGN in Q1 2024 and has held it in 6 quarters since. The position peaked at $394K in Q1 2024. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

Evanson Asset Management held 1,200 shares of Align Technology worth $206K as of Q1 2026.
Align Technology was a new Evanson Asset Management position in Q1 2026.
Align Technology made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #308 holding.
Evanson Asset Management first reported a position in Align Technology in Q1 2024 and has held it in 6 quarters since.
Evanson Asset Management's Align Technology position peaked at $394K in Q1 2024.
688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.