Principal Securities’s Align Technology ALGN Stock Holding History

Principal Securities’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	$712K	Buy	+4,156	New	+$728K	0.01%	838
2025 Q4	–	Sell	-345	Closed	-$43.2K	–	1414
2025 Q3	$43.2K	Sell	345 -733	-68%	-$115K	﹤0.01%	2017
2025 Q2	$204K	Sell	1,078 -803	-43%	-$142K	﹤0.01%	1228
2025 Q1	$392K	Hold	1,881	–	–	0.01%	869
2024 Q4	$392K	Buy	1,881 +483	+35%	+$108K	0.01%	865
2024 Q3	$356K	Buy	1,398 +297	+27%	+$70.1K	0.01%	872
2024 Q2	$266K	Buy	1,101 +199	+22%	+$55.4K	0.01%	934
2024 Q1	$296K	Buy	902 +177	+24%	+$51.9K	0.01%	863
2023 Q4	$199K	Buy	+725	New	+$172K	0.01%	935

Other funds holding ALGN

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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 New York $761B AUM 31.28% 1-Year Est. Return