AWM
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Activest Wealth Management’s Align Technology ALGN Stock Holding History

Activest Wealth Management’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 		$23.3K Buy
138
+20
+17% +$3.47K ﹤0.01% 417
2026
Q1 		$20.2K Buy
118
+2
+2% +$350 ﹤0.01% 523
2025
Q4 		$18.1K Buy
116
+52
+81% +$7.45K ﹤0.01% 541
2025
Q3 		$8.01K Sell
64
-36
-36% -$5.64K ﹤0.01% 558
2025
Q2 		$18.9K Buy
100
+36
+56% +$6.36K ﹤0.01% 332
2025
Q1 		$10.2K Hold
64
– – ﹤0.01% 396
2024
Q4 		$13.3K Buy
64
+1
+2% +$223 ﹤0.01% 286
2024
Q3 		$16K Hold
63
– – ﹤0.01% 270
2024
Q2 		$15.2K Hold
63
– – 0.01% 263
2024
Q1 		$20.7K Buy
+63
New +$18.5K 0.01% 172
2023
Q4 		– Sell
-63
Closed -$19.2K – 326
2023
Q3 		$19.2K Hold
63
– – 0.01% 134
2023
Q2 		$17.5K Hold
63
– – 0.01% 130
2023
Q1 		$19.6K Buy
+63
New +$18.6K 0.01% 125
2022
Q3 		– Sell
-63
Closed -$15K – 438
2022
Q2 		$15K Hold
63
– – 0.01% 174
2022
Q1 		$27K Sell
63
-61
-49% -$29.7K 0.02% 136
2021
Q4 		$81K Sell
124
-40
-24% -$25.7K 0.05% 86
2021
Q3 		$109K Hold
164
– – 0.07% 74
2021
Q2 		$100K Sell
164
-11
-6% -$6.51K 0.08% 71
2021
Q1 		$95K Buy
+175
New +$96.7K 0.08% 68

Other funds holding ALGN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Activest Wealth Management's ALGN Position: Q2 2026 in Review

Activest Wealth Management increased its Align Technology (ALGN) stake by 17% in Q2 2026, buying an estimated $3.47K and bringing the position to 138 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Activest Wealth Management first reported a position in ALGN in Q1 2021 and has held it in 19 quarters since. The position peaked at $109K in Q3 2021. 190 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Activest Wealth Management held 138 shares of Align Technology worth $23.3K as of Q2 2026.
  • Activest Wealth Management bought 20 Align Technology shares in Q2 2026, an estimated $3.47K.
  • Align Technology made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #417 holding.
  • Activest Wealth Management first reported a position in Align Technology in Q1 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Align Technology position peaked at $109K in Q3 2021.
  • 190 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.