United Capital Financial Advisors’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.75M | Buy |
16,054
+1,347
| +9% | +$236K | 0.02% | 483 |
|
|
2025
Q4 | $2.3M | Buy |
14,707
+979
| +7% | +$140K | 0.01% | 500 |
|
|
2025
Q3 | $1.72M | Sell |
13,728
-2,112
| -13% | -$331K | 0.01% | 501 |
|
|
2025
Q2 | $3M | Buy |
15,840
+571
| +4% | +$101K | 0.02% | 362 |
|
|
2025
Q1 | $2.43M | Buy |
15,269
+7
| +0% | +$1.37K | 0.02% | 387 |
|
|
2024
Q4 | $3.18M | Sell |
15,262
-951
| -6% | -$212K | 0.03% | 333 |
|
|
2024
Q3 | $4.12M | Buy |
16,213
+1,120
| +7% | +$264K | 0.03% | 294 |
|
|
2024
Q2 | $3.64M | Sell |
15,093
-1,970
| -12% | -$548K | 0.03% | 308 |
|
|
2024
Q1 | $5.6M | Buy |
17,063
+443
| +3% | +$130K | 0.05% | 263 |
|
|
2023
Q4 | $4.55M | Buy |
16,620
+2,667
| +19% | +$632K | 0.04% | 301 |
|
|
2023
Q3 | $4.26M | Buy |
13,953
+50
| +0.4% | +$17.3K | 0.03% | 317 |
|
|
2023
Q2 | $4.92M | Sell |
13,903
-37
| -0.3% | -$11.8K | 0.03% | 315 |
|
|
2023
Q1 | $4.66M | Sell |
13,940
-2,909
| -17% | -$858K | 0.03% | 325 |
|
|
2022
Q4 | $3.55M | Sell |
16,849
-444
| -3% | -$88.9K | 0.02% | 380 |
|
|
2022
Q3 | $3.58M | Sell |
17,293
-3,127
| -15% | -$805K | 0.02% | 380 |
|
|
2022
Q2 | $4.83M | Buy |
20,420
+359
| +2% | +$110K | 0.03% | 338 |
|
|
2022
Q1 | $8.75M | Sell |
20,061
-238
| -1% | -$116K | 0.04% | 297 |
|
|
2021
Q4 | $13.3M | Buy |
20,299
+219
| +1% | +$141K | 0.06% | 252 |
|
|
2021
Q3 | $13.4M | Buy |
20,080
+2,124
| +12% | +$1.44M | 0.07% | 243 |
|
|
2021
Q2 | $11M | Buy |
17,956
+162
| +0.9% | +$95.9K | 0.06% | 260 |
|
|
2021
Q1 | $9.64M | Sell |
17,794
-43
| -0.2% | -$23.8K | 0.05% | 263 |
|
|
2020
Q4 | $9.53M | Sell |
17,837
-28
| -0.2% | -$12.6K | 0.06% | 263 |
|
|
2020
Q3 | $5.85M | Buy |
17,865
+66
| +0.4% | +$20.1K | 0.04% | 317 |
|
|
2020
Q2 | $4.88M | Buy |
17,799
+1,374
| +8% | +$309K | 0.04% | 365 |
|
|
2020
Q1 | $2.86M | Sell |
16,425
-1,331
| -7% | -$319K | 0.02% | 430 |
|
|
2019
Q4 | $4.96M | Sell |
17,756
-4,256
| -19% | -$1.06M | 0.03% | 422 |
|
|
2019
Q3 | $3.98M | Sell |
22,012
-910
| -4% | -$189K | 0.03% | 458 |
|
|
2019
Q2 | $6.27M | Buy |
22,922
+79
| +0.3% | +$23.9K | 0.04% | 379 |
|
|
2019
Q1 | $6.5M | Sell |
22,843
-4,775
| -17% | -$1.14M | 0.05% | 361 |
|
|
2018
Q4 | $5.78M | Sell |
27,618
-52
| -0.2% | -$13.1K | 0.05% | 339 |
|
|
2018
Q3 | $10.8M | Sell |
27,670
-675
| -2% | -$249K | 0.08% | 288 |
|
|
2018
Q2 | $9.7M | Buy |
28,345
+17
| +0.1% | +$5.07K | 0.07% | 305 |
|
|
2018
Q1 | $7.11M | Buy |
28,328
+3,777
| +15% | +$970K | 0.05% | 352 |
|
|
2017
Q4 | $5.56M | Sell |
24,551
-1,982
| -7% | -$450K | 0.04% | 390 |
|
|
2017
Q3 | $4.94M | Sell |
26,533
-1,485
| -5% | -$254K | 0.04% | 397 |
|
|
2017
Q2 | $4.21M | Sell |
28,018
-151,935
| -84% | -$20.6M | 0.04% | 415 |
|
|
2017
Q1 | $20.6M | Buy |
179,953
+59,918
| +50% | +$6.05M | 0.19% | 115 |
|
|
2016
Q4 | $11.5M | Sell |
120,035
-20,339
| -14% | -$1.89M | 0.11% | 215 |
|
|
2016
Q3 | $13.2M | Sell |
140,374
-1,081
| -0.8% | -$97.8K | 0.13% | 187 |
|
|
2016
Q2 | $11.5M | Sell |
141,455
-64,702
| -31% | -$4.95M | 0.12% | 198 |
|
|
2016
Q1 | $15M | Buy |
206,157
+92,763
| +82% | +$6.07M | 0.17% | 131 |
|
|
2015
Q4 | $7.47M | Buy |
113,394
+139
| +0.1% | +$8.92K | 0.09% | 260 |
|
|
2015
Q3 | $6.43M | Sell |
113,255
-193,632
| -63% | -$11.5M | 0.08% | 265 |
|
|
2015
Q2 | $19.2M | Buy |
306,887
+2,947
| +1% | +$174K | 0.22% | 103 |
|
|
2015
Q1 | $17.9M | Buy |
303,940
+72,562
| +31% | +$4.13M | 0.22% | 113 |
|
|
2014
Q4 | $12.9M | Buy |
231,378
+13,121
| +6% | +$694K | 0.19% | 133 |
|
|
2014
Q3 | $11.3M | Buy |
218,257
+506
| +0.2% | +$27.6K | 0.2% | 132 |
|
|
2014
Q2 | $12.2M | Hold |
217,751
| – | – | 0.23% | 109 |
|
|
2014
Q1 | $11.3M | Buy |
+217,751
| New | +$12.2M | 0.24% | 97 |
|
|
2013
Q4 | – | Sell |
-172,990
| Closed | -$8.32M | – | 638 |
|
|
2013
Q3 | $8.32M | Buy |
172,990
+43
| +0% | +$1.88K | 0.27% | 85 |
|
|
2013
Q2 | $6.41M | Buy |
+172,947
| New | +$5.96M | 0.17% | 154 |
|
Other funds holding ALGN
VCM
VPM
United Capital Financial Advisors's ALGN Position: Q1 2026 in Review
United Capital Financial Advisors increased its Align Technology (ALGN) stake by 9.2% in Q1 2026, buying an estimated $236K and bringing the position to 16,054 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #483.
United Capital Financial Advisors first reported a position in ALGN in Q2 2013 and has held it in 51 quarters since. The position peaked at $20.6M in Q1 2017. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.
- United Capital Financial Advisors held 16,054 shares of Align Technology worth $2.75M as of Q1 2026.
- United Capital Financial Advisors bought 1,347 Align Technology shares in Q1 2026, an estimated $236K.
- Align Technology made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #483 holding.
- United Capital Financial Advisors first reported a position in Align Technology in Q2 2013 and has held it in 51 quarters since.
- United Capital Financial Advisors's Align Technology position peaked at $20.6M in Q1 2017.
- 688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.