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HB Wealth Management’s Align Technology ALGN Stock Holding History

HB 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 		$1.33M Buy
7,896
+52
+0.7% +$9.03K 0.01% 623
2026
Q1 		$1.34M Buy
7,844
+391
+5% +$68.5K 0.01% 561
2025
Q4 		$1.16M Buy
7,453
+1,484
+25% +$213K 0.01% 576
2025
Q3 		$748K Sell
5,969
-660
-10% -$103K 0.01% 698
2025
Q2 		$1.26M Buy
6,629
+957
+17% +$169K 0.01% 473
2025
Q1 		$901K Buy
+5,672
New +$1.11M 0.01% 570
2024
Q4 		– Sell
-1,102
Closed -$280K – 1078
2024
Q3 		$280K Buy
+1,102
New +$260K ﹤0.01% 781
2023
Q4 		– Sell
-1,053
Closed -$322K – 790
2023
Q3 		$322K Buy
1,053
+155
+17% +$53.6K 0.01% 545
2023
Q2 		$318K Sell
898
-5
-0.6% -$1.59K 0.01% 527
2023
Q1 		$302K Buy
+903
New +$266K 0.01% 532
2022
Q1 		– Sell
-344
Closed -$226K – 592
2021
Q4 		$226K Buy
+344
New +$221K ﹤0.01% 462

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

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

HB Wealth Management increased its Align Technology (ALGN) stake by 0.66% in Q2 2026, buying an estimated $9.03K and bringing the position to 7,896 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #623.

HB Wealth Management first reported a position in ALGN in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2026. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • HB Wealth Management held 7,896 shares of Align Technology worth $1.33M as of Q2 2026.
  • HB Wealth Management bought 52 Align Technology shares in Q2 2026, an estimated $9.03K.
  • Align Technology made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #623 holding.
  • HB Wealth Management first reported a position in Align Technology in Q4 2021 and has held it in 11 quarters since.
  • HB Wealth Management's Align Technology position peaked at $1.34M in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.