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Institute for Wealth Management’s Align Technology ALGN Stock Holding History

Institute for 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 		$13.5K Buy
+80
New +$13.9K ﹤0.01% 1247
2022
Q1 		– Sell
-307
Closed -$202K – 541
2021
Q4 		$202K Hold
307
– – 0.03% 472
2021
Q3 		$204K Buy
+307
New +$208K 0.04% 459
2021
Q1 		– Sell
-386
Closed -$206K – 473
2020
Q4 		$206K Buy
+386
New +$174K 0.04% 421

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

Institute for Wealth Management's ALGN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Align Technology (ALGN) in Q2 2026: 80 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ALGN as recently as Q4 2021.

Institute for Wealth Management first reported a position in ALGN in Q4 2020 and has held it in 4 quarters since. The position peaked at $206K in Q4 2020. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Institute for Wealth Management held 80 shares of Align Technology worth $13.5K as of Q2 2026.
  • Align Technology was a new Institute for Wealth Management position in Q2 2026.
  • Align Technology made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1247 holding.
  • Institute for Wealth Management first reported a position in Align Technology in Q4 2020 and has held it in 4 quarters since.
  • Institute for Wealth Management's Align Technology position peaked at $206K in Q4 2020.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.