Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Align Technology ALGN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$17.7M Sell
103,496
-321
-0.3% -$56.2K 0.05% 368
2025
Q4 		$16.2M Buy
103,817
+83,842
+420% +$12M 0.04% 382
2025
Q3 		$2.5M Buy
19,975
+6,704
+51% +$1.05M 0.01% 1001
2025
Q2 		$2.51M Buy
13,271
+4,034
+44% +$713K 0.01% 867
2025
Q1 		$1.47M Buy
9,237
+4,749
+106% +$932K 0.01% 947
2024
Q4 		$936K Sell
4,488
-2,233
-33% -$499K ﹤0.01% 1120
2024
Q3 		$1.71M Buy
6,721
+2,503
+59% +$591K 0.01% 770
2024
Q2 		$1.02M Buy
4,218
+415
+11% +$116K ﹤0.01% 872
2024
Q1 		$1.25M Buy
3,803
+585
+18% +$172K 0.01% 774
2023
Q4 		$882K Buy
3,218
+102
+3% +$24.2K ﹤0.01% 861
2023
Q3 		$951K Sell
3,116
-184
-6% -$63.6K 0.01% 774
2023
Q2 		$1.17M Sell
3,300
-32,898
-91% -$10.5M 0.01% 663
2023
Q1 		$12.1M Sell
36,198
-69
-0.2% -$20.4K 0.08% 197
2022
Q4 		$7.65M Sell
36,267
-5,629
-13% -$1.13M 0.06% 236
2022
Q3 		$8.68M Sell
41,896
-742
-2% -$191K 0.07% 211
2022
Q2 		$10.1M Sell
42,638
-3,355
-7% -$1.03M 0.08% 195
2022
Q1 		$20.1M Buy
45,993
+7,709
+20% +$3.75M 0.14% 145
2021
Q4 		$25.2M Buy
+38,284
New +$24.6M 0.18% 116
2021
Q2 		$9.22M Hold
15,096
– – 0.07% 207
2021
Q1 		$9.22M Hold
15,096
– – 0.07% 207
2020
Q4 		$9.22M Hold
15,096
– – 0.07% 207
2020
Q3 		$9.22M Hold
15,096
– – 0.07% 207
2020
Q2 		$9.22M Hold
15,096
– – 0.07% 207
2020
Q1 		$9.22M Hold
15,096
– – 0.07% 207
2019
Q4 		$9.22M Hold
15,096
– – 0.07% 207
2019
Q3 		$9.22M Hold
15,096
– – 0.07% 207
2019
Q2 		$9.22M Hold
15,096
– – 0.07% 207
2019
Q1 		$9.22M Buy
15,096
+13,712
+991% +$3.27M 0.07% 207
2018
Q4 		$290K Buy
1,384
+8
+0.6% +$2.02K 0.01% 526
2018
Q3 		$538K Buy
1,376
+9
+0.7% +$3.32K 0.01% 377
2018
Q2 		$468K Buy
1,367
+163
+14% +$48.6K 0.02% 341
2018
Q1 		$302K Buy
1,204
+12
+1% +$3.08K 0.01% 328
2017
Q4 		$265K Hold
1,192
– – 0.01% 320
2017
Q3 		$222K Buy
1,192
+111
+10% +$19K 0.01% 313
2017
Q2 		$162K Hold
1,081
– – 0.01% 329
2017
Q1 		$124K Sell
1,081
-440
-29% -$44.4K 0.01% 343
2016
Q4 		$146K Buy
1,521
+21
+1% +$1.95K 0.01% 306
2016
Q3 		$141K Hold
1,500
– – 0.01% 296
2016
Q2 		$121K Buy
+1,500
New +$115K 0.01% 289

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALGN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Align Technology (ALGN) stake by 0.31% in Q1 2026, selling an estimated $56.2K and leaving 103,496 shares worth $17.7M. The position accounts for 0.05% of the portfolio, ranked #368.

Carson Wealth (CWM LLC) first reported a position in ALGN in Q2 2016 and has held it in 39 quarters since. The position peaked at $25.2M in Q4 2021. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 103,496 shares of Align Technology worth $17.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 321 Align Technology shares in Q1 2026, an estimated $56.2K.
  • Align Technology made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #368 holding.
  • Carson Wealth (CWM LLC) first reported a position in Align Technology in Q2 2016 and has held it in 39 quarters since.
  • Carson Wealth (CWM LLC)'s Align Technology position peaked at $25.2M in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.