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Groesbeck Investment Management’s Align Technology ALGN Stock Holding History

Groesbeck Investment 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
Q2 		$17K Sell
100
-400
-80% -$69.4K 0.03% 90
2026
Q1 		$86K Hold
500
– – 0.17% 74
2025
Q4 		$78K Buy
+500
New +$71.7K 0.15% 75
2022
Q2 		– Sell
-600
Closed -$262K – 87
2022
Q1 		$262K Hold
600
– – 0.29% 98
2021
Q4 		$394K Hold
600
– – 0.5% 62
2021
Q3 		$399K Hold
600
– – 0.46% 80
2021
Q2 		$367K Hold
600
– – 0.47% 73
2021
Q1 		$325K Hold
600
– – 0.47% 75
2020
Q4 		$321K Buy
+600
New +$270K 0.53% 66

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

Groesbeck Investment Management's ALGN Position: Q2 2026 in Review

Groesbeck Investment Management reduced its Align Technology (ALGN) stake by 80% in Q2 2026, selling an estimated $69.4K and leaving 100 shares worth $17K. The position accounts for 0.03% of the portfolio, ranked #90.

Groesbeck Investment Management first reported a position in ALGN in Q4 2020 and has held it in 9 quarters since. The position peaked at $399K in Q3 2021. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Groesbeck Investment Management held 100 shares of Align Technology worth $17K as of Q2 2026.
  • Groesbeck Investment Management sold 400 Align Technology shares in Q2 2026, an estimated $69.4K.
  • Align Technology made up 0.03% of Groesbeck Investment Management's portfolio in Q2 2026, its #90 holding.
  • Groesbeck Investment Management first reported a position in Align Technology in Q4 2020 and has held it in 9 quarters since.
  • Groesbeck Investment Management's Align Technology position peaked at $399K in Q3 2021.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.