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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
2025
Q3 		– Sell
-4,900
Closed -$928K – 1343
2025
Q2 		$928K Hold
4,900
– – 0.01% 551
2025
Q1 		$778K Buy
+4,900
New +$962K 0.01% 614

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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

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. 207 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.
  • 207 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.