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Fulcrum Capital’s Align Technology ALGN Stock Holding History

Fulcrum Capital’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
2025
Q4 		– Sell
-11,881
Closed -$1.49M – 100
2025
Q3 		$1.49M Buy
11,881
+915
+8% +$143K 0.31% 43
2025
Q2 		$2.08M Buy
10,966
+1,684
+18% +$297K 0.44% 39
2025
Q1 		$1.47M Buy
9,282
+70
+0.8% +$13.7K 0.33% 45
2024
Q4 		$1.92M Buy
9,212
+489
+6% +$109K 0.4% 40
2024
Q3 		$2.22M Buy
8,723
+283
+3% +$66.8K 0.48% 39
2024
Q2 		$2.04M Buy
8,440
+234
+3% +$65.1K 0.46% 39
2024
Q1 		$2.69M Buy
8,206
+191
+2% +$56K 0.64% 38
2023
Q4 		$2.2M Buy
8,015
+1,573
+24% +$373K 0.57% 39
2023
Q3 		$1.97M Buy
6,442
+30
+0.5% +$10.4K 0.57% 40
2023
Q2 		$2.27M Sell
6,412
-296
-4% -$94.3K 0.6% 39
2023
Q1 		$2.24M Buy
6,708
+400
+6% +$118K 0.6% 39
2022
Q4 		$1.33M Buy
6,308
+407
+7% +$81.5K 0.38% 46
2022
Q3 		$1.22M Buy
5,901
+8
+0.1% +$2.06K 0.36% 48
2022
Q2 		$1.4M Buy
+5,893
New +$1.81M 0.44% 43

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fulcrum Capital's ALGN Position: Q4 2025 in Review

Fulcrum Capital sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 11,881 shares — an estimated $1.49M sold.

Fulcrum Capital first reported a position in ALGN in Q2 2022 and held it in 14 quarters. The position peaked at $2.69M in Q1 2024. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

  • Fulcrum Capital reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
  • Fulcrum Capital sold 11,881 Align Technology shares in Q4 2025, an estimated $1.49M.
  • Fulcrum Capital first reported a position in Align Technology in Q2 2022 and held it in 14 quarters.
  • Fulcrum Capital's Align Technology position peaked at $2.69M in Q1 2024.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Fulcrum Capital's 13F filing for Q4 2025, filed 15 Jan 2026.