Dakota Wealth Management’s Align Technology ALGN Stock Holding History

Dakota 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	$7.78M	Buy	+46,102	New	+$8M	0.15%	142
2021 Q4	–	Sell	-303	Closed	-$201K	–	389
2021 Q3	$201K	Sell	303 -32	-10%	-$21.7K	0.02%	326
2021 Q2	$204K	Buy	+335	New	+$198K	0.02%	309
2021 Q1	–	Sell	-487	Closed	-$260K	–	316
2020 Q4	$260K	Sell	487 -203	-29%	-$91.3K	0.03%	277
2020 Q3	$225K	Sell	690 -165	-19%	-$50.4K	0.04%	253
2020 Q2	$235K	Buy	+855	New	+$193K	0.04%	239
2020 Q1	–	Sell	-881	Closed	-$246K	–	257
2019 Q4	$246K	Buy	+881	New	+$220K	0.04%	265
2018 Q4	–	Sell	-605	Closed	-$237K	–	278
2018 Q3	$237K	Sell	605 -144	-19%	-$53.1K	0.05%	239
2018 Q2	$256K	Buy	+749	New	+$223K	0.07%	179

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

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

Dakota Wealth Management opened a new position in Align Technology (ALGN) in Q2 2026: 46,102 shares worth $7.78M. The stake represents 0.15% of the portfolio and ranks #142 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in ALGN as recently as Q3 2021.

Dakota Wealth Management first reported a position in ALGN in Q2 2018 and has held it in 9 quarters since. 674 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Dakota Wealth Management held 46,102 shares of Align Technology worth $7.78M as of Q2 2026.
Align Technology was a new Dakota Wealth Management position in Q2 2026.
Align Technology made up 0.15% of Dakota Wealth Management's portfolio in Q2 2026, its #142 holding.
Dakota Wealth Management first reported a position in Align Technology in Q2 2018 and has held it in 9 quarters since.
674 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.