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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
Q2 		$458K Sell
2,713
-191
-7% -$33.2K ﹤0.01% 1261
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

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 $3.38T AUM 44.17% 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

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

AE Wealth Management reduced its Align Technology (ALGN) stake by 6.6% in Q2 2026, selling an estimated $33.2K and leaving 2,713 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

AE Wealth Management first reported a position in ALGN in Q1 2021 and has held it in 16 quarters since. The position peaked at $3.9M in Q4 2021. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • AE Wealth Management held 2,713 shares of Align Technology worth $458K as of Q2 2026.
  • AE Wealth Management sold 191 Align Technology shares in Q2 2026, an estimated $33.2K.
  • Align Technology made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1261 holding.
  • AE Wealth Management first reported a position in Align Technology in Q1 2021 and has held it in 16 quarters since.
  • AE Wealth Management's Align Technology position peaked at $3.9M in Q4 2021.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.