EWA
ALGN icon

EverSource Wealth Advisors’s Align Technology ALGN Stock Holding History

EverSource 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 		$256K Sell
1,519
-233
-13% -$40.4K 0.01% 888
2026
Q1 		$300K Sell
1,752
-119
-6% -$20.8K 0.01% 846
2025
Q4 		$292K Buy
1,871
+1,115
+147% +$160K 0.01% 771
2025
Q3 		$94.7K Buy
756
+225
+42% +$35.2K ﹤0.01% 1309
2025
Q2 		$101K Buy
531
+190
+56% +$33.6K ﹤0.01% 1197
2025
Q1 		$54.2K Sell
341
-219
-39% -$43K ﹤0.01% 1200
2024
Q4 		$117K Buy
560
+335
+149% +$74.8K 0.01% 859
2024
Q3 		$57.2K Buy
225
+9
+4% +$2.12K ﹤0.01% 1008
2024
Q2 		$50.1K Buy
216
+23
+12% +$6.4K ﹤0.01% 1091
2024
Q1 		$54.5K Sell
193
-30
-13% -$8.8K ﹤0.01% 947
2023
Q4 		$61.1K Sell
223
-309
-58% -$73.3K 0.01% 821
2023
Q3 		$162K Buy
532
+13
+3% +$4.49K 0.02% 445
2023
Q2 		$184K Buy
519
+80
+18% +$25.5K 0.02% 416
2023
Q1 		$147K Buy
439
+3
+0.7% +$885 0.02% 441
2022
Q4 		$92K Buy
436
+328
+304% +$65.7K 0.01% 538
2022
Q3 		$23K Buy
108
+28
+35% +$7.21K 0.01% 852
2022
Q2 		$19K Buy
80
+42
+111% +$12.9K ﹤0.01% 838
2022
Q1 		$16K Buy
38
+18
+90% +$8.76K ﹤0.01% 780
2021
Q4 		$13K Buy
+20
New +$12.9K ﹤0.01% 838

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

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

EverSource Wealth Advisors reduced its Align Technology (ALGN) stake by 13% in Q2 2026, selling an estimated $40.4K and leaving 1,519 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #888.

EverSource Wealth Advisors first reported a position in ALGN in Q4 2021 and has held it in 19 quarters since. The position peaked at $300K in Q1 2026. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • EverSource Wealth Advisors held 1,519 shares of Align Technology worth $256K as of Q2 2026.
  • EverSource Wealth Advisors sold 233 Align Technology shares in Q2 2026, an estimated $40.4K.
  • Align Technology made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #888 holding.
  • EverSource Wealth Advisors first reported a position in Align Technology in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Align Technology position peaked at $300K in Q1 2026.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.