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Kestra Advisory Services’s Align Technology ALGN Stock Holding History

Kestra Advisory Services’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
-475
Closed -$74.2K – 3151
2025
Q4 		$74.2K Buy
+475
New +$68.1K ﹤0.01% 3658
2025
Q2 		– Sell
-775
Closed -$123K – 2820
2025
Q1 		$123K Buy
+775
New +$152K ﹤0.01% 2560
2024
Q4 		– Sell
-964
Closed -$245K – 2653
2024
Q3 		$245K Sell
964
-35
-4% -$8.26K ﹤0.01% 2225
2024
Q2 		$241K Sell
999
-909
-48% -$253K ﹤0.01% 2273
2024
Q1 		$626K Buy
1,908
+189
+11% +$55.5K ﹤0.01% 1516
2023
Q4 		$471K Sell
1,719
-1,203
-41% -$285K ﹤0.01% 1566
2023
Q3 		$892K Sell
2,922
-543
-16% -$188K 0.01% 1047
2023
Q2 		$1.23M Sell
3,465
-1,053
-23% -$335K 0.01% 888
2023
Q1 		$1.51M Sell
4,518
-2,658
-37% -$784K 0.02% 752
2022
Q4 		$1.51M Buy
7,176
+2,154
+43% +$431K 0.01% 869
2022
Q3 		$1.04M Buy
5,022
+996
+25% +$256K 0.01% 955
2022
Q2 		$953K Buy
4,026
+806
+25% +$248K 0.01% 996
2022
Q1 		$1.4M Buy
3,220
+1,461
+83% +$711K 0.01% 809
2021
Q4 		$1.16M Buy
1,759
+22
+1% +$14.1K 0.01% 920
2021
Q3 		$1.16M Buy
1,737
+248
+17% +$168K 0.01% 943
2021
Q2 		$910K Sell
1,489
-121
-8% -$71.6K 0.01% 992
2021
Q1 		$872K Buy
1,610
+559
+53% +$309K 0.01% 936
2020
Q4 		$551K Buy
1,051
+1,043
+13,038% +$469K 0.01% 1159
2020
Q3 		$231K Buy
+8
New +$2.44K ﹤0.01% 1223

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $34B AUM 6.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Advisory Services's ALGN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Align Technology (ALGN) in Q1 2026, closing a stake of 475 shares — an estimated $74.2K sold.

Kestra Advisory Services first reported a position in ALGN in Q3 2020 and held it in 19 quarters. The position peaked at $1.51M in Q4 2022. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Align Technology position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 475 Align Technology shares in Q1 2026, an estimated $74.2K.
  • Kestra Advisory Services first reported a position in Align Technology in Q3 2020 and held it in 19 quarters.
  • Kestra Advisory Services's Align Technology position peaked at $1.51M in Q4 2022.
  • 688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.