Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Align Technology ALGN Stock Holding History

Kovitz Investment Group Partners’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 		$1.17M Hold
6,909
– – 0.03% 293
2026
Q1 		$1.18M Buy
6,909
+4
+0.1% +$701 0.03% 300
2025
Q4 		$1.08M Buy
6,905
+1,867
+37% +$268K 0.02% 312
2025
Q3 		$631K Sell
5,038
-542
-10% -$84.9K ﹤0.01% 959
2025
Q2 		$1.06M Sell
5,580
-977
-15% -$173K ﹤0.01% 794
2025
Q1 		$1.04M Sell
6,557
-1,809
-22% -$355K 0.01% 731
2024
Q4 		$1.74M Sell
8,366
-10,575
-56% -$2.36M 0.01% 599
2024
Q3 		$4.31M Buy
18,941
+1,790
+10% +$422K 0.03% 366
2024
Q2 		$4.14M Buy
17,151
+14,075
+458% +$3.92M 0.04% 316
2024
Q1 		$1.01M Buy
+3,076
New +$902K 0.01% 408

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

Kovitz Investment Group Partners's ALGN Position: Q2 2026 in Review

Kovitz Investment Group Partners held its Align Technology (ALGN) position steady in Q2 2026 at 6,909 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #293.

Kovitz Investment Group Partners first reported a position in ALGN in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.31M in Q3 2024. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Kovitz Investment Group Partners held 6,909 shares of Align Technology worth $1.17M as of Q2 2026.
  • Kovitz Investment Group Partners left its Align Technology share count unchanged in Q2 2026.
  • Align Technology made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #293 holding.
  • Kovitz Investment Group Partners first reported a position in Align Technology in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Align Technology position peaked at $4.31M in Q3 2024.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.