Lido Advisors
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Lido Advisors’s Align Technology ALGN Stock Holding History

Lido Advisors’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 		– Sell
-1,024
Closed -$176K – 2128
2026
Q1 		$176K Sell
1,024
-477
-32% -$83.6K ﹤0.01% 1796
2025
Q4 		$191K Buy
1,501
+35
+2% +$5.02K ﹤0.01% 1781
2025
Q3 		$184K Sell
1,466
-208
-12% -$32.6K ﹤0.01% 1689
2025
Q2 		$317K Buy
1,674
+89
+6% +$15.7K ﹤0.01% 1316
2025
Q1 		$252K Sell
1,585
-496
-24% -$97.4K ﹤0.01% 1283
2024
Q4 		$434K Buy
2,081
+37
+2% +$8.27K ﹤0.01% 1055
2024
Q3 		$520K Buy
2,044
+12
+0.6% +$2.83K ﹤0.01% 945
2024
Q2 		$491K Sell
2,032
-380
-16% -$106K ﹤0.01% 935
2024
Q1 		$791K Sell
2,412
-287
-11% -$84.2K ﹤0.01% 746
2023
Q4 		$739K Buy
2,699
+1,037
+62% +$246K 0.01% 721
2023
Q3 		$507K Buy
1,662
+273
+20% +$94.3K ﹤0.01% 744
2023
Q2 		$492K Buy
1,389
+46
+3% +$14.6K ﹤0.01% 747
2023
Q1 		$449K Sell
1,343
-88
-6% -$26K ﹤0.01% 715
2022
Q4 		$302K Buy
1,431
+64
+5% +$12.8K ﹤0.01% 789
2022
Q3 		$283K Buy
1,367
+127
+10% +$32.7K ﹤0.01% 770
2022
Q2 		$293K Sell
1,240
-20
-2% -$6.14K ﹤0.01% 751
2022
Q1 		$549K Buy
1,260
+48
+4% +$23.4K 0.01% 578
2021
Q4 		$796K Sell
1,212
-20
-2% -$12.9K 0.01% 470
2021
Q3 		$819K Buy
1,232
+78
+7% +$53K 0.01% 451
2021
Q2 		$705K Sell
1,154
-4
-0.3% -$2.37K 0.01% 459
2021
Q1 		$627K Buy
+1,158
New +$640K 0.01% 443
2019
Q1 		– Sell
-1,446
Closed -$302K – 518
2018
Q4 		$302K Buy
1,446
+222
+18% +$56.1K 0.03% 307
2018
Q3 		$478K Buy
1,224
+133
+12% +$49.1K 0.05% 249
2018
Q2 		$373K Buy
1,091
+150
+16% +$44.7K 0.04% 264
2018
Q1 		$236K Buy
+941
New +$242K 0.03% 321

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

Lido Advisors's ALGN Position: Q2 2026 in Review

Lido Advisors sold out of Align Technology (ALGN) in Q2 2026, closing a stake of 1,024 shares — an estimated $176K sold.

Lido Advisors first reported a position in ALGN in Q1 2018 and held it in 25 quarters. The position peaked at $819K in Q3 2021. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Lido Advisors reported no remaining Align Technology position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 1,024 Align Technology shares in Q2 2026, an estimated $176K.
  • Lido Advisors first reported a position in Align Technology in Q1 2018 and held it in 25 quarters.
  • Lido Advisors's Align Technology position peaked at $819K in Q3 2021.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.