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LRI Investments’s Align Technology ALGN Stock Holding History

LRI Investments’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 		$5.57K Buy
33
+3
+10% +$521 ﹤0.01% 1127
2026
Q1 		$5.14K Buy
+30
New +$5.25K ﹤0.01% 1089

Other funds holding ALGN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LRI Investments's ALGN Position: Q2 2026 in Review

LRI Investments increased its Align Technology (ALGN) stake by 10% in Q2 2026, buying an estimated $521 and bringing the position to 33 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

LRI Investments first reported a position in ALGN in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • LRI Investments held 33 shares of Align Technology worth $5.57K as of Q2 2026.
  • LRI Investments bought 3 Align Technology shares in Q2 2026, an estimated $521.
  • Align Technology made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1127 holding.
  • LRI Investments first reported a position in Align Technology in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.