Orion Capital Management’s Align Technology ALGN Stock Holding History

Orion Capital Management’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	$16.9K	Hold	100	–	–	0.01%	373
2026 Q1	$17.1K	Sell	100 -100	-50%	-$17.5K	0.01%	334
2025 Q4	$31.2K	Hold	200	–	–	0.01%	311
2025 Q3	$25K	Hold	200	–	–	0.01%	321
2025 Q2	$37.9K	Hold	200	–	–	0.01%	272
2025 Q1	$31.8K	Hold	200	–	–	0.01%	278
2024 Q4	$41.7K	Buy	+200	New	+$44.7K	0.02%	252
2024 Q3	–	Sell	-200	Closed	-$48.3K	–	153
2024 Q2	$48.3K	Hold	200	–	–	0.03%	236
2024 Q1	$65.6K	Hold	200	–	–	0.03%	209
2023 Q4	$54.8K	Hold	200	–	–	0.03%	231
2023 Q3	$61.1K	Buy	+200	New	+$69.1K	0.04%	197
2023 Q2	–	Sell	-300	Closed	-$100K	–	154
2023 Q1	$100K	Hold	300	–	–	0.07%	157
2022 Q4	$63.3K	Hold	300	–	–	0.05%	180
2022 Q3	$62K	Hold	300	–	–	0.05%	178
2022 Q2	$71K	Hold	300	–	–	0.06%	173
2022 Q1	$131K	Hold	300	–	–	0.08%	147
2021 Q4	$197K	Hold	300	–	–	0.11%	120
2021 Q3	$200K	Hold	300	–	–	0.12%	111
2021 Q2	$183K	Sell	300 -180	-38%	-$107K	0.11%	115
2021 Q1	$260K	Sell	480 -100	-17%	-$55.3K	0.18%	93
2020 Q4	$310K	Buy	+580	New	+$261K	0.23%	80

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 $3.37T AUM 44.26% 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

Orion Capital Management's ALGN Position: Q2 2026 in Review

Orion Capital Management held its Align Technology (ALGN) position steady in Q2 2026 at 100 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #373.

Orion Capital Management first reported a position in ALGN in Q4 2020 and has held it in 21 quarters since. The position peaked at $310K in Q4 2020. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Orion Capital Management held 100 shares of Align Technology worth $16.9K as of Q2 2026.
Orion Capital Management left its Align Technology share count unchanged in Q2 2026.
Align Technology made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #373 holding.
Orion Capital Management first reported a position in Align Technology in Q4 2020 and has held it in 21 quarters since.
Orion Capital Management's Align Technology position peaked at $310K in Q4 2020.
671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.