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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $34B AUM 6.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Trifecta Capital Advisors's ALGN Position: Q1 2026 in Review

Trifecta Capital Advisors held its Align Technology (ALGN) position steady in Q1 2026 at 275 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #179.

Trifecta Capital Advisors first reported a position in ALGN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q2 2023. 690 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

Trifecta Capital Advisors held 275 shares of Align Technology worth $47.1K as of Q1 2026.
Trifecta Capital Advisors left its Align Technology share count unchanged in Q1 2026.
Align Technology made up 0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #179 holding.
Trifecta Capital Advisors first reported a position in Align Technology in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Align Technology position peaked at $1.01M in Q2 2023.
690 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.