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Beacon Investment Advisory Services’s Align Technology ALGN Stock Holding History

Beacon Investment Advisory Services’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 		$520K Buy
3,081
+394
+15% +$68.4K 0.02% 182
2026
Q1 		$461K Buy
2,687
+940
+54% +$165K 0.02% 191
2025
Q4 		$273K Sell
1,747
-47
-3% -$6.74K 0.01% 226
2025
Q3 		$225K Sell
1,794
-154
-8% -$24.1K 0.01% 240
2025
Q2 		$369K Buy
+1,948
New +$344K 0.02% 196

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 $3.37T AUM 44.26% 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

Beacon Investment Advisory Services's ALGN Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Align Technology (ALGN) stake by 15% in Q2 2026, buying an estimated $68.4K and bringing the position to 3,081 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #182.

Beacon Investment Advisory Services first reported a position in ALGN in Q2 2025 and has held it in 5 quarters since. 669 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Beacon Investment Advisory Services held 3,081 shares of Align Technology worth $520K as of Q2 2026.
  • Beacon Investment Advisory Services bought 394 Align Technology shares in Q2 2026, an estimated $68.4K.
  • Align Technology made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #182 holding.
  • Beacon Investment Advisory Services first reported a position in Align Technology in Q2 2025 and has held it in 5 quarters since.
  • 669 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.