Activest Wealth Management
ALGN icon

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
Q3 		$11.8K Sell
81
-57
-41% -$9.42K ﹤0.01% 547
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Activest Wealth Management's ALGN Position: Q3 2026 in Review

Activest Wealth Management reduced its Align Technology (ALGN) stake by 41% in Q3 2026, selling an estimated $9.42K and leaving 81 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Activest Wealth Management first reported a position in ALGN in Q1 2021 and has held it in 20 quarters since. The position peaked at $109K in Q3 2021. 506 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Activest Wealth Management held 81 shares of Align Technology worth $11.8K as of Q3 2026.
  • Activest Wealth Management sold 57 Align Technology shares in Q3 2026, an estimated $9.42K.
  • Align Technology made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #547 holding.
  • Activest Wealth Management first reported a position in Align Technology in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Align Technology position peaked at $109K in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.