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EP Wealth Advisors’s Align Technology ALGN Stock Holding History

EP Wealth Advisors’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 		$264K Sell
1,565
-64
-4% -$11.1K ﹤0.01% 1363
2026
Q1 		$279K Buy
+1,629
New +$285K ﹤0.01% 1211

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

EP Wealth Advisors's ALGN Position: Q2 2026 in Review

EP Wealth Advisors reduced its Align Technology (ALGN) stake by 3.9% in Q2 2026, selling an estimated $11.1K and leaving 1,565 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

EP Wealth Advisors first reported a position in ALGN in Q1 2026 and has held it in 2 quarters since. The position peaked at $279K in Q1 2026. 674 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • EP Wealth Advisors held 1,565 shares of Align Technology worth $264K as of Q2 2026.
  • EP Wealth Advisors sold 64 Align Technology shares in Q2 2026, an estimated $11.1K.
  • Align Technology made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1363 holding.
  • EP Wealth Advisors first reported a position in Align Technology in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's Align Technology position peaked at $279K in Q1 2026.
  • 674 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.