Bartlett & Co Wealth Management’s Align Technology ALGN Stock Holding History

Bartlett & Co 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	$8.43K	Buy	50 +10	+25%	+$1.74K	﹤0.01%	1012
2026 Q1	$6.88K	Hold	40	–	–	﹤0.01%	975
2025 Q4	$6.25K	Hold	40	–	–	﹤0.01%	983
2025 Q3	$5.01K	Buy	40 +39	+3,900%	+$6.11K	﹤0.01%	1006
2025 Q2	$189	Buy	+1	New	+$177	﹤0.01%	1201
2022 Q4	–	Sell	-4	Closed	-$828	–	1100
2022 Q3	$828	Sell	4 -6	-60%	-$1.54K	﹤0.01%	1124
2022 Q2	$2.37K	Buy	+10	New	+$3.07K	﹤0.01%	1158
2021 Q3	–	Sell	-2	Closed	-$1.22K	–	940
2021 Q2	$1.22K	Hold	2	–	–	﹤0.01%	924
2021 Q1	$1.08K	Hold	2	–	–	﹤0.01%	964
2020 Q4	$1.07K	Buy	+2	New	+$899	﹤0.01%	1035
2019 Q4	–	Sell	-24	Closed	-$4.34K	–	864
2019 Q3	$4.34K	Buy	+24	New	+$4.99K	﹤0.01%	787
2019 Q2	–	Sell	-1	Closed	-$284	–	765
2019 Q1	$284	Buy	+1	New	+$239	﹤0.01%	717

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

Bartlett & Co Wealth Management's ALGN Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Align Technology (ALGN) stake by 25% in Q2 2026, buying an estimated $1.74K and bringing the position to 50 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Bartlett & Co Wealth Management first reported a position in ALGN in Q1 2019 and has held it in 12 quarters since. 669 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Bartlett & Co Wealth Management held 50 shares of Align Technology worth $8.43K as of Q2 2026.
Bartlett & Co Wealth Management bought 10 Align Technology shares in Q2 2026, an estimated $1.74K.
Align Technology made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1012 holding.
Bartlett & Co Wealth Management first reported a position in Align Technology in Q1 2019 and has held it in 12 quarters since.
669 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.