Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Align Technology ALGN Stock Holding History

Envestnet Portfolio Solutions’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 		$258K Sell
1,532
-200
-12% -$34.7K ﹤0.01% 1261
2026
Q1 		$297K Buy
+1,732
New +$303K ﹤0.01% 1119
2025
Q4 		– Sell
-2,752
Closed -$345K – 1485
2025
Q3 		$345K Buy
2,752
+380
+16% +$59.5K ﹤0.01% 1183
2025
Q2 		$449K Buy
2,372
+102
+4% +$18K ﹤0.01% 1147
2025
Q1 		$361K Sell
2,270
-3,390
-60% -$665K ﹤0.01% 1201
2024
Q4 		$1.18M Sell
5,660
-935
-14% -$209K ﹤0.01% 852
2024
Q3 		$1.68M Buy
6,595
+629
+11% +$148K 0.01% 720
2024
Q2 		$1.44M Sell
5,966
-413
-6% -$115K 0.01% 739
2024
Q1 		$2.09M Sell
6,379
-892
-12% -$262K 0.01% 623
2023
Q4 		$1.99M Buy
7,271
+248
+4% +$58.8K 0.01% 599
2023
Q3 		$2.14M Buy
+7,023
New +$2.43M 0.01% 528

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's ALGN Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Align Technology (ALGN) stake by 12% in Q2 2026, selling an estimated $34.7K and leaving 1,532 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Envestnet Portfolio Solutions first reported a position in ALGN in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.14M in Q3 2023. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,532 shares of Align Technology worth $258K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 200 Align Technology shares in Q2 2026, an estimated $34.7K.
  • Align Technology made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1261 holding.
  • Envestnet Portfolio Solutions first reported a position in Align Technology in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Align Technology position peaked at $2.14M in Q3 2023.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.