Mount Yale Investment Advisors’s Align Technology ALGN Stock Holding History

Mount Yale Investment 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	$260K	Sell	1,541 -369	-19%	-$64K	﹤0.01%	1043
2026 Q1	$327K	Buy	+1,910	New	+$335K	0.01%	857
2025 Q3	–	Sell	-5	Closed	-$947	–	704
2025 Q2	$947	Buy	+5	New	+$883	﹤0.01%	1390
2021 Q4	–	Sell	-614	Closed	-$409K	–	460
2021 Q3	$409K	Sell	614 -28	-4%	-$19K	0.05%	312
2021 Q2	$392K	Buy	642 +265	+70%	+$157K	0.05%	286
2021 Q1	$204K	Buy	+377	New	+$208K	0.03%	395
2018 Q4	–	Sell	-96	Closed	-$24K	–	328
2018 Q3	$24K	Hold	96	–	–	﹤0.01%	743
2018 Q2	$33K	Hold	96	–	–	0.01%	707
2018 Q1	$24K	Buy	+96	New	+$24.7K	0.01%	733

Other funds holding ALGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mount Yale Investment Advisors's ALGN Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Align Technology (ALGN) stake by 19% in Q2 2026, selling an estimated $64K and leaving 1,541 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Mount Yale Investment Advisors first reported a position in ALGN in Q1 2018 and has held it in 9 quarters since. The position peaked at $409K in Q3 2021. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Mount Yale Investment Advisors held 1,541 shares of Align Technology worth $260K as of Q2 2026.
Mount Yale Investment Advisors sold 369 Align Technology shares in Q2 2026, an estimated $64K.
Align Technology made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1043 holding.
Mount Yale Investment Advisors first reported a position in Align Technology in Q1 2018 and has held it in 9 quarters since.
Mount Yale Investment Advisors's Align Technology position peaked at $409K in Q3 2021.
675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.