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Rothschild Investment LLC’s Align Technology ALGN Stock Holding History

Rothschild Investment LLC’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 		$337K Buy
1,998
+1
+0.1% +$174 0.01% 725
2026
Q1 		$342K Buy
1,997
+6
+0.3% +$1.05K 0.02% 515
2025
Q4 		$311K Buy
1,991
+1,683
+546% +$241K 0.02% 489
2025
Q3 		$38.6K Buy
308
+159
+107% +$24.9K ﹤0.01% 1073
2025
Q2 		$28.2K Buy
149
+87
+140% +$15.4K ﹤0.01% 934
2025
Q1 		$9.85K Buy
62
+36
+138% +$7.07K ﹤0.01% 1175
2024
Q4 		$5.42K Sell
26
-132
-84% -$29.5K ﹤0.01% 1322
2024
Q3 		$40.2K Buy
158
+52
+49% +$12.3K ﹤0.01% 833
2024
Q2 		$25.6K Buy
106
+23
+28% +$6.4K ﹤0.01% 916
2024
Q1 		$27.2K Buy
83
+46
+124% +$13.5K ﹤0.01% 854
2023
Q4 		$10.1K Buy
+37
New +$8.77K ﹤0.01% 993

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

Rothschild Investment LLC's ALGN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Align Technology (ALGN) stake by 0.05% in Q2 2026, buying an estimated $174 and bringing the position to 1,998 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #725.

Rothschild Investment LLC first reported a position in ALGN in Q4 2023 and has held it in 11 quarters since. The position peaked at $342K in Q1 2026. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Rothschild Investment LLC held 1,998 shares of Align Technology worth $337K as of Q2 2026.
  • Rothschild Investment LLC bought 1 Align Technology share in Q2 2026, an estimated $174.
  • Align Technology made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #725 holding.
  • Rothschild Investment LLC first reported a position in Align Technology in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Align Technology position peaked at $342K in Q1 2026.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.