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Principia Wealth Advisory’s Align Technology ALGN Stock Holding History

Principia Wealth Advisory’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 		$337 Sell
2
-1
-33% -$174 ﹤0.01% 947
2026
Q1 		$514 Buy
3
+2
+200% +$350 ﹤0.01% 852
2025
Q4 		$156 Sell
1
-2
-67% -$287 ﹤0.01% 943
2025
Q3 		$376 Buy
3
+1
+50% +$157 ﹤0.01% 825
2025
Q2 		$379 Buy
2
+1
+100% +$177 ﹤0.01% 799
2025
Q1 		$165 Sell
1
-1
-50% -$196 ﹤0.01% 790
2024
Q4 		$417 Buy
+2
New +$447 ﹤0.01% 597

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

Principia Wealth Advisory's ALGN Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Align Technology (ALGN) stake by 33% in Q2 2026, selling an estimated $174 and leaving 2 shares worth $337. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Principia Wealth Advisory first reported a position in ALGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $514 in Q1 2026. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Align Technology worth $337 as of Q2 2026.
  • Principia Wealth Advisory sold 1 Align Technology share in Q2 2026, an estimated $174.
  • Align Technology made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #947 holding.
  • Principia Wealth Advisory first reported a position in Align Technology in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Align Technology position peaked at $514 in Q1 2026.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.