Avondale Wealth Management’s Align Technology ALGN Stock Holding History

Avondale 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	$253K	Hold	1,500	–	–	0.1%	60
2026 Q1	$257K	Sell	1,500 -500	-25%	-$87.6K	0.13%	61
2025 Q4	$312K	Buy	+2,000	New	+$287K	0.16%	50
2024 Q2	–	Sell	-300	Closed	-$98.4K	–	121
2024 Q1	$98.4K	Hold	300	–	–	0.07%	62
2023 Q4	$82.2K	Hold	300	–	–	0.07%	65
2023 Q3	$91.6K	Hold	300	–	–	0.08%	62
2023 Q2	$106K	Hold	300	–	–	0.09%	60
2023 Q1	$100K	Hold	300	–	–	0.09%	60
2022 Q4	$63.3K	Sell	300 -200	-40%	-$40K	0.05%	69
2022 Q3	$104K	Buy	500 +200	+67%	+$51.5K	0.11%	51
2022 Q2	$71K	Buy	+300	New	+$92.2K	0.08%	54

Other funds holding ALGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Avondale Wealth Management held its Align Technology (ALGN) position steady in Q2 2026 at 1,500 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #60.

Avondale Wealth Management first reported a position in ALGN in Q2 2022 and has held it in 11 quarters since. The position peaked at $312K in Q4 2025. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Avondale Wealth Management held 1,500 shares of Align Technology worth $253K as of Q2 2026.
Avondale Wealth Management left its Align Technology share count unchanged in Q2 2026.
Align Technology made up 0.1% of Avondale Wealth Management's portfolio in Q2 2026, its #60 holding.
Avondale Wealth Management first reported a position in Align Technology in Q2 2022 and has held it in 11 quarters since.
Avondale Wealth Management's Align Technology position peaked at $312K in Q4 2025.
671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

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