Bay Harbor Wealth Management’s Align Technology ALGN Stock Holding History

Bay Harbor 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	$2.19K	Buy	13 +6	+86%	+$1.04K	﹤0.01%	624
2026 Q1	$1.2K	Buy	7 +4	+133%	+$701	﹤0.01%	704
2025 Q4	$468	Sell	3 -597	-100%	-$85.6K	﹤0.01%	879
2025 Q3	$75.1K	Buy	600 +599	+59,900%	+$93.8K	0.02%	98
2025 Q2	$189	Buy	+1	New	+$177	﹤0.01%	934
2020 Q4	–	Sell	-60	Closed	-$20K	–	412
2020 Q3	$20K	Buy	+60	New	+$18.3K	0.01%	200
2020 Q1	–	Sell	-125	Closed	-$35K	–	336
2019 Q4	$35K	Hold	125	–	–	0.02%	178
2019 Q3	$23K	Buy	125 +5	+4%	+$1.04K	0.01%	200
2019 Q2	$33K	Hold	120	–	–	0.02%	191
2019 Q1	$34K	Hold	120	–	–	0.02%	191
2018 Q4	$25K	Buy	+120	New	+$30.3K	0.02%	204

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

Bay Harbor Wealth Management's ALGN Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Align Technology (ALGN) stake by 86% in Q2 2026, buying an estimated $1.04K and bringing the position to 13 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Bay Harbor Wealth Management first reported a position in ALGN in Q4 2018 and has held it in 11 quarters since. The position peaked at $75.1K in Q3 2025. 674 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Bay Harbor Wealth Management held 13 shares of Align Technology worth $2.19K as of Q2 2026.
Bay Harbor Wealth Management bought 6 Align Technology shares in Q2 2026, an estimated $1.04K.
Align Technology made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #624 holding.
Bay Harbor Wealth Management first reported a position in Align Technology in Q4 2018 and has held it in 11 quarters since.
Bay Harbor Wealth Management's Align Technology position peaked at $75.1K in Q3 2025.
674 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.