OF
ALGN icon

Optimize Financial’s Align Technology ALGN Stock Holding History

Optimize Financial’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 		– Sell
-3,097
Closed -$484K – 303
2025
Q4 		$484K Buy
3,097
+44
+1% +$6.3K 0.24% 144
2025
Q3 		$382K Buy
+3,053
New +$478K 0.2% 219

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimize Financial's ALGN Position: Q1 2026 in Review

Optimize Financial sold out of Align Technology (ALGN) in Q1 2026, closing a stake of 3,097 shares — an estimated $484K sold.

Optimize Financial first reported a position in ALGN in Q3 2025 and held it in 2 quarters. The position peaked at $484K in Q4 2025. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Optimize Financial reported no remaining Align Technology position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 3,097 Align Technology shares in Q1 2026, an estimated $484K.
  • Optimize Financial first reported a position in Align Technology in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Align Technology position peaked at $484K in Q4 2025.
  • 688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.