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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's ALGN Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Align Technology (ALGN) stake by 67% in Q4 2025, selling an estimated $287 and leaving 1 share worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Principia Wealth Advisory first reported a position in ALGN in Q4 2024 and has held it in 5 quarters since. The position peaked at $417 in Q4 2024. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

  • Principia Wealth Advisory held 1 share of Align Technology worth $156 as of Q4 2025.
  • Principia Wealth Advisory sold 2 Align Technology shares in Q4 2025, an estimated $287.
  • Align Technology made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #943 holding.
  • Principia Wealth Advisory first reported a position in Align Technology in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Align Technology position peaked at $417 in Q4 2024.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.