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AE Wealth Management’s Align Technology ALGN Stock Holding History

AE 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
Q1 		$498K Buy
2,904
+728
+33% +$128K ﹤0.01% 1113
2025
Q4 		$340K Sell
2,176
-3,014
-58% -$432K ﹤0.01% 1246
2025
Q3 		$650K Buy
+5,190
New +$813K ﹤0.01% 875
2024
Q1 		– Sell
-3,263
Closed -$862K – 1168
2023
Q4 		$862K Buy
3,263
+362
+12% +$85.8K ﹤0.01% 1210
2023
Q3 		$886K Sell
2,901
-143
-5% -$49.4K 0.01% 1144
2023
Q2 		$1.08M Buy
3,044
+559
+22% +$178K 0.01% 1063
2023
Q1 		$830K Buy
2,485
+207
+9% +$61.1K 0.01% 1118
2022
Q4 		$480K Buy
2,278
+220
+11% +$44K ﹤0.01% 1335
2022
Q3 		$426K Sell
2,058
-6,310
-75% -$1.62M ﹤0.01% 1337
2022
Q2 		$1.98M Buy
8,368
+1,442
+21% +$443K 0.02% 674
2022
Q1 		$3.02M Buy
6,926
+987
+17% +$480K 0.02% 587
2021
Q4 		$3.9M Buy
5,939
+742
+14% +$477K 0.03% 488
2021
Q3 		$3.46M Buy
5,197
+574
+12% +$390K 0.03% 470
2021
Q2 		$2.83M Buy
4,623
+4,189
+965% +$2.48M 0.02% 533
2021
Q1 		$235K Buy
+434
New +$240K ﹤0.01% 1345

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AE Wealth Management's ALGN Position: Q1 2026 in Review

AE Wealth Management increased its Align Technology (ALGN) stake by 33% in Q1 2026, buying an estimated $128K and bringing the position to 2,904 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

AE Wealth Management first reported a position in ALGN in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.9M in Q4 2021. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • AE Wealth Management held 2,904 shares of Align Technology worth $498K as of Q1 2026.
  • AE Wealth Management bought 728 Align Technology shares in Q1 2026, an estimated $128K.
  • Align Technology made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1113 holding.
  • AE Wealth Management first reported a position in Align Technology in Q1 2021 and has held it in 15 quarters since.
  • AE Wealth Management's Align Technology position peaked at $3.9M in Q4 2021.
  • 688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.