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 Q1	$137K	Hold	800	–	–	﹤0.01%	1824
2025 Q4	$125K	Hold	800	–	–	﹤0.01%	1827
2025 Q3	$100K	Hold	800	–	–	﹤0.01%	1758
2025 Q2	$151K	Buy	800 +500	+167%	+$88.3K	﹤0.01%	1551
2025 Q1	$47.7K	Hold	300	–	–	﹤0.01%	1475
2024 Q4	$62.6K	Hold	300	–	–	﹤0.01%	1466
2024 Q3	$76.3K	Buy	+300	New	+$70.8K	﹤0.01%	1412
2022 Q2	–	Sell	-500	Closed	-$218K	–	929
2022 Q1	$218K	Sell	500 -500	-50%	-$243K	﹤0.01%	925
2021 Q4	$657K	Hold	1,000	–	–	0.01%	521
2021 Q3	$665K	Hold	1,000	–	–	0.01%	493
2021 Q2	$611K	Hold	1,000	–	–	0.01%	485
2021 Q1	$541K	Buy	+1,000	New	+$553K	0.01%	483

Other funds holding ALGN

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lido Advisors's ALGN Position: Q1 2026 in Review

Lido Advisors reduced its Align Technology (ALGN) stake by 32% in Q1 2026, selling an estimated $83.6K and leaving 1,024 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Lido Advisors first reported a position in ALGN in Q1 2018 and has held it in 25 quarters since. The position peaked at $819K in Q3 2021. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

Lido Advisors held 1,024 shares of Align Technology worth $176K as of Q1 2026.
Lido Advisors sold 477 Align Technology shares in Q1 2026, an estimated $83.6K.
Align Technology made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1796 holding.
Lido Advisors first reported a position in Align Technology in Q1 2018 and has held it in 25 quarters since.
Lido Advisors's Align Technology position peaked at $819K in Q3 2021.
688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.