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Grant Private Wealth Management’s Align Technology ALGN Stock Holding History

Grant Private 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 		$1.34M Buy
7,917
+917
+13% +$159K 0.56% 36
2026
Q1 		$1.2M Buy
+7,000
New +$1.23M 0.64% 32

Other funds holding ALGN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Grant Private Wealth Management's ALGN Position: Q2 2026 in Review

Grant Private Wealth Management increased its Align Technology (ALGN) stake by 13% in Q2 2026, buying an estimated $159K and bringing the position to 7,917 shares worth $1.34M. The position accounts for 0.56% of the portfolio, ranked #36.

Grant Private Wealth Management first reported a position in ALGN in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Grant Private Wealth Management held 7,917 shares of Align Technology worth $1.34M as of Q2 2026.
  • Grant Private Wealth Management bought 917 Align Technology shares in Q2 2026, an estimated $159K.
  • Align Technology made up 0.56% of Grant Private Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Grant Private Wealth Management first reported a position in Align Technology in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.