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Valeo Financial Advisors’s Align Technology ALGN Stock Holding History

Valeo Financial 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 		$274K Sell
1,623
-143
-8% -$24.8K 0.01% 651
2026
Q1 		$303K Buy
1,766
+122
+7% +$21.4K 0.01% 540
2025
Q4 		$257K Buy
+1,644
New +$236K 0.01% 676
2025
Q3 		– Sell
-1,727
Closed -$327K – 832
2025
Q2 		$327K Buy
+1,727
New +$305K 0.01% 555
2025
Q1 		– Sell
-1,696
Closed -$354K – 699
2024
Q4 		$354K Sell
1,696
-983
-37% -$220K 0.01% 492
2024
Q3 		$681K Buy
2,679
+1,431
+115% +$338K 0.02% 337
2024
Q2 		$301K Buy
+1,248
New +$347K 0.01% 516
2021
Q2 		– Sell
-28
Closed -$15K – 559
2021
Q1 		$15K Sell
28
-9
-24% -$4.97K ﹤0.01% 1245
2020
Q4 		$20K Buy
37
+9
+32% +$4.05K ﹤0.01% 1023
2020
Q3 		$9K Sell
28
-16
-36% -$4.88K ﹤0.01% 1096
2020
Q2 		$12K Sell
44
-80
-65% -$18K ﹤0.01% 1217
2020
Q1 		$23K Buy
124
+27
+28% +$6.46K ﹤0.01% 852
2019
Q4 		$27K Buy
97
+69
+246% +$17.2K ﹤0.01% 842
2019
Q3 		$5K Hold
28
– – ﹤0.01% 1183
2019
Q2 		$8K Hold
28
– – ﹤0.01% 1067
2019
Q1 		$8K Hold
28
– – ﹤0.01% 1013
2018
Q4 		$6K Sell
28
-37
-57% -$9.35K ﹤0.01% 998
2018
Q3 		$14K Hold
65
– – ﹤0.01% 861
2018
Q2 		$24K Sell
65
-25
-28% -$7.46K ﹤0.01% 707
2018
Q1 		$23K Sell
90
-33
-27% -$8.47K ﹤0.01% 669
2017
Q4 		$27K Sell
123
-2
-2% -$454 ﹤0.01% 597
2017
Q3 		$23K Buy
+125
New +$21.4K 0.01% 533

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

Valeo Financial Advisors's ALGN Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Align Technology (ALGN) stake by 8.1% in Q2 2026, selling an estimated $24.8K and leaving 1,623 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #651.

Valeo Financial Advisors first reported a position in ALGN in Q3 2017 and has held it in 22 quarters since. The position peaked at $681K in Q3 2024. 669 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Valeo Financial Advisors held 1,623 shares of Align Technology worth $274K as of Q2 2026.
  • Valeo Financial Advisors sold 143 Align Technology shares in Q2 2026, an estimated $24.8K.
  • Align Technology made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #651 holding.
  • Valeo Financial Advisors first reported a position in Align Technology in Q3 2017 and has held it in 22 quarters since.
  • Valeo Financial Advisors's Align Technology position peaked at $681K in Q3 2024.
  • 669 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.