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Sunbelt Securities’s Align Technology ALGN Stock Holding History

Sunbelt 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 		$23.5K Sell
137
-21
-13% -$3.68K ﹤0.01% 1244
2025
Q4 		$24.7K Buy
158
+109
+222% +$15.6K ﹤0.01% 1195
2025
Q3 		$6.14K Sell
49
-16
-25% -$2.51K ﹤0.01% 1567
2025
Q2 		$13.6K Buy
65
+24
+59% +$4.24K ﹤0.01% 1243
2025
Q1 		$6.51K Sell
41
-24
-37% -$4.71K ﹤0.01% 1357
2024
Q4 		$13.4K Sell
65
-5,556
-99% -$1.24M ﹤0.01% 1249
2024
Q3 		$1.43M Hold
5,621
– – 0.14% 150
2024
Q2 		$1.36M Sell
5,621
-22
-0.4% -$6.13K 0.14% 145
2024
Q1 		$1.85M Sell
5,643
-149
-3% -$43.7K 0.21% 98
2023
Q4 		$1.59M Buy
5,792
+5,564
+2,440% +$1.32M 0.2% 110
2023
Q3 		$69.6K Hold
228
– – 0.01% 735
2023
Q2 		$80.6K Buy
228
+21
+10% +$6.69K 0.01% 686
2023
Q1 		$64.6K Sell
207
-2,624
-93% -$774K 0.01% 687
2022
Q4 		$597K Sell
2,831
-65
-2% -$13K 0.12% 217
2022
Q3 		$600K Buy
2,896
+1,682
+139% +$433K 0.13% 201
2022
Q2 		$287K Hold
1,214
– – 0.06% 342
2022
Q1 		$537K Sell
1,214
-13
-1% -$6.33K 0.1% 237
2021
Q4 		$633K Buy
1,227
+79
+7% +$50.8K 0.1% 221
2021
Q3 		$707K Hold
1,148
– – 0.13% 194
2021
Q2 		$707K Hold
1,148
– – 0.13% 194
2021
Q1 		$622K Hold
1,148
– – 0.12% 204
2020
Q4 		$613K Hold
1,148
– – 0.13% 195
2020
Q3 		$376K Hold
1,148
– – 0.1% 228
2020
Q2 		$315K Buy
+1,148
New +$259K 0.11% 221

Other funds holding ALGN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunbelt Securities's ALGN Position: Q1 2026 in Review

Sunbelt Securities reduced its Align Technology (ALGN) stake by 13% in Q1 2026, selling an estimated $3.68K and leaving 137 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Sunbelt Securities first reported a position in ALGN in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.85M in Q1 2024. 693 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Sunbelt Securities held 137 shares of Align Technology worth $23.5K as of Q1 2026.
  • Sunbelt Securities sold 21 Align Technology shares in Q1 2026, an estimated $3.68K.
  • Align Technology made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1244 holding.
  • Sunbelt Securities first reported a position in Align Technology in Q2 2020 and has held it in 24 quarters since.
  • Sunbelt Securities's Align Technology position peaked at $1.85M in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.