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Forum Financial Management’s Align Technology ALGN Stock Holding History

Forum Financial 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 		– Sell
-1,812
Closed -$283K – 360
2025
Q4 		$283K Sell
1,812
-392
-18% -$56.2K ﹤0.01% 779
2025
Q3 		$276K Buy
+2,204
New +$345K ﹤0.01% 791
2022
Q1 		– Sell
-380
Closed -$250K – 613
2021
Q4 		$250K Buy
+380
New +$244K 0.01% 501

Other funds holding ALGN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's ALGN Position: Q1 2026 in Review

Forum Financial Management sold out of Align Technology (ALGN) in Q1 2026, closing a stake of 1,812 shares — an estimated $283K sold.

Forum Financial Management first reported a position in ALGN in Q4 2021 and held it in 3 quarters. The position peaked at $283K in Q4 2025. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Forum Financial Management reported no remaining Align Technology position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,812 Align Technology shares in Q1 2026, an estimated $283K.
  • Forum Financial Management first reported a position in Align Technology in Q4 2021 and held it in 3 quarters.
  • Forum Financial Management's Align Technology position peaked at $283K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.