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U.S. Capital Wealth Advisors’s Align Technology ALGN Stock Holding History

U.S. Capital Wealth 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
2025
Q4 		– Sell
-1,912
Closed -$239K – 983
2025
Q3 		$239K Sell
1,912
-192
-9% -$30.1K 0.01% 846
2025
Q2 		$398K Buy
2,104
+25
+1% +$4.42K 0.01% 656
2025
Q1 		$330K Buy
2,079
+586
+39% +$115K 0.01% 683
2024
Q4 		$311K Buy
+1,493
New +$334K 0.01% 676

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's ALGN Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 1,912 shares — an estimated $239K sold.

U.S. Capital Wealth Advisors first reported a position in ALGN in Q4 2024 and held it in 4 quarters. The position peaked at $398K in Q2 2025. 665 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

  • U.S. Capital Wealth Advisors reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,912 Align Technology shares in Q4 2025, an estimated $239K.
  • U.S. Capital Wealth Advisors first reported a position in Align Technology in Q4 2024 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's Align Technology position peaked at $398K in Q2 2025.
  • 665 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.