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Trifecta Capital Advisors’s Align Technology ALGN Stock Holding History

Trifecta Capital Advisors’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 		$46.4K Hold
275
– – 0.01% 190
2026
Q1 		$47.1K Hold
275
– – 0.01% 179
2025
Q4 		$42.9K Sell
275
-281
-51% -$40.3K 0.01% 173
2025
Q3 		$69.6K Sell
556
-450
-45% -$70.5K 0.01% 161
2025
Q2 		$190K Sell
1,006
-330
-25% -$58.3K 0.03% 101
2025
Q1 		$212K Sell
1,336
-610
-31% -$120K 0.04% 74
2024
Q4 		$406K Hold
1,946
– – 0.08% 66
2024
Q3 		$495K Sell
1,946
-210
-10% -$49.5K 0.1% 64
2024
Q2 		$521K Sell
2,156
-190
-8% -$52.9K 0.12% 61
2024
Q1 		$769K Hold
2,346
– – 0.19% 61
2023
Q4 		$643K Sell
2,346
-1
-0% -$237 0.18% 60
2023
Q3 		$717K Sell
2,347
-500
-18% -$173K 0.23% 59
2023
Q2 		$1.01M Hold
2,847
– – 0.32% 55
2023
Q1 		$951K Sell
2,847
-350
-11% -$103K 0.34% 60
2022
Q4 		$674K Buy
+3,197
New +$640K 0.27% 66

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 $3.37T AUM 44.26% 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

Trifecta Capital Advisors's ALGN Position: Q2 2026 in Review

Trifecta Capital Advisors held its Align Technology (ALGN) position steady in Q2 2026 at 275 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #190.

Trifecta Capital Advisors first reported a position in ALGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q2 2023. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Trifecta Capital Advisors held 275 shares of Align Technology worth $46.4K as of Q2 2026.
  • Trifecta Capital Advisors left its Align Technology share count unchanged in Q2 2026.
  • Align Technology made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #190 holding.
  • Trifecta Capital Advisors first reported a position in Align Technology in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Align Technology position peaked at $1.01M in Q2 2023.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.