SageView Advisory Group’s Align Technology ALGN Stock Holding History

SageView Advisory Group’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	–	Sell	-121	Closed	-$18.9K	–	638
2025 Q4	$18.9K	Buy	+121	New	+$17.3K	﹤0.01%	1477
2025 Q1	–	Sell	-1,376	Closed	-$287K	–	600
2024 Q4	$287K	Buy	+1,376	New	+$307K	0.01%	475
2024 Q3	–	Sell	-1,315	Closed	-$317K	–	510
2024 Q2	$317K	Buy	1,315 +601	+84%	+$167K	0.01%	416
2024 Q1	$234K	Sell	714 -679	-49%	-$199K	0.01%	480
2023 Q4	$369K	Buy	1,393 +703	+102%	+$167K	0.02%	453
2023 Q3	$211K	Buy	690 +30	+5%	+$10.4K	0.01%	498
2023 Q2	$233K	Buy	660 +3	+0.5%	+$955	0.01%	500
2023 Q1	$220K	Buy	+657	New	+$194K	0.01%	437

Other funds holding ALGN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's ALGN Position: Q1 2026 in Review

SageView Advisory Group sold out of Align Technology (ALGN) in Q1 2026, closing a stake of 121 shares — an estimated $18.9K sold.

SageView Advisory Group first reported a position in ALGN in Q1 2023 and held it in 8 quarters. The position peaked at $369K in Q4 2023. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

SageView Advisory Group reported no remaining Align Technology position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 121 Align Technology shares in Q1 2026, an estimated $18.9K.
SageView Advisory Group first reported a position in Align Technology in Q1 2023 and held it in 8 quarters.
SageView Advisory Group's Align Technology position peaked at $369K in Q4 2023.
691 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.