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O'Shaughnessy Asset Management’s Align Technology ALGN Stock Holding History

O'Shaughnessy Asset 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 		$993K Buy
5,885
+2,430
+70% +$422K ﹤0.01% 1263
2026
Q1 		$592K Buy
3,455
+1,252
+57% +$219K ﹤0.01% 1453
2025
Q4 		$344K Buy
2,203
+587
+36% +$84.1K ﹤0.01% 1696
2025
Q3 		$202K Sell
1,616
-160
-9% -$25.1K ﹤0.01% 1955
2025
Q2 		$336K Buy
1,776
+77
+5% +$13.6K ﹤0.01% 1574
2025
Q1 		$270K Sell
1,699
-1,105
-39% -$217K ﹤0.01% 1644
2024
Q4 		$585K Sell
2,804
-38
-1% -$8.49K 0.01% 1212
2024
Q3 		$629K Sell
2,842
-1,241
-30% -$293K 0.01% 1118
2024
Q2 		$986K Sell
4,083
-1,319
-24% -$367K 0.01% 855
2024
Q1 		$1.77M Buy
5,402
+2,910
+117% +$854K 0.02% 620
2023
Q4 		$683K Buy
2,492
+224
+10% +$53.1K 0.01% 888
2023
Q3 		$692K Buy
2,268
+1,331
+142% +$460K 0.01% 804
2023
Q2 		$331K Sell
937
-696
-43% -$222K ﹤0.01% 1023
2023
Q1 		$546K Buy
1,633
+448
+38% +$132K 0.01% 834
2022
Q4 		$250K Sell
1,185
-222
-16% -$44.4K ﹤0.01% 1036
2022
Q3 		$291K Buy
+1,407
New +$362K 0.01% 938
2022
Q2 		– Sell
-738
Closed -$322K – 1250
2022
Q1 		$322K Sell
738
-206
-22% -$100K 0.01% 869
2021
Q4 		$620K Sell
944
-248
-21% -$159K 0.01% 645
2021
Q3 		$794K Buy
1,192
+371
+45% +$252K 0.02% 527
2021
Q2 		$502K Buy
821
+310
+61% +$183K 0.01% 656
2021
Q1 		$277K Buy
511
+23
+5% +$12.7K 0.01% 801
2020
Q4 		$261K Buy
488
+384
+369% +$173K 0.01% 736
2020
Q3 		$34K Buy
104
+54
+108% +$16.5K ﹤0.01% 1158
2020
Q2 		$14K Buy
50
+47
+1,567% +$10.6K ﹤0.01% 1196
2020
Q1 		$1K Sell
3
-56
-95% -$13.4K ﹤0.01% 1194
2019
Q4 		$16K Buy
+59
New +$14.7K ﹤0.01% 1188
2017
Q3 		– Sell
-788
Closed -$118K – 893
2017
Q2 		$118K Hold
788
– – ﹤0.01% 606
2017
Q1 		$90K Hold
788
– – ﹤0.01% 633
2016
Q4 		$76K Buy
788
+476
+153% +$44.2K ﹤0.01% 670
2016
Q3 		$29K Buy
+312
New +$28.2K ﹤0.01% 728

Other funds holding ALGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

O'Shaughnessy Asset Management's ALGN Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Align Technology (ALGN) stake by 70% in Q2 2026, buying an estimated $422K and bringing the position to 5,885 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

O'Shaughnessy Asset Management first reported a position in ALGN in Q3 2016 and has held it in 30 quarters since. The position peaked at $1.77M in Q1 2024. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • O'Shaughnessy Asset Management held 5,885 shares of Align Technology worth $993K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 2,430 Align Technology shares in Q2 2026, an estimated $422K.
  • Align Technology made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1263 holding.
  • O'Shaughnessy Asset Management first reported a position in Align Technology in Q3 2016 and has held it in 30 quarters since.
  • O'Shaughnessy Asset Management's Align Technology position peaked at $1.77M in Q1 2024.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.