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Legacy Trust’s Align Technology ALGN Stock Holding History

Legacy Trust’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 		$1.69M Buy
10,046
+797
+9% +$138K 0.3% 67
2026
Q1 		$1.59M Buy
9,249
+980
+12% +$172K 0.3% 66
2025
Q4 		$1.29M Sell
8,269
-240
-3% -$34.4K 0.24% 73
2025
Q3 		$1.07M Buy
8,509
+626
+8% +$98.1K 0.21% 79
2025
Q2 		$1.49M Sell
7,883
-7,061
-47% -$1.25M 0.37% 59
2025
Q1 		$2.37M Sell
14,944
-47
-0.3% -$9.23K 0.57% 51
2024
Q4 		$3.13M Sell
14,991
-1,700
-10% -$380K 0.73% 45
2024
Q3 		$4.24M Buy
16,691
+395
+2% +$93.2K 0.98% 33
2024
Q2 		$3.93M Buy
16,296
+1,260
+8% +$351K 0.98% 34
2024
Q1 		$4.93M Buy
15,036
+629
+4% +$185K 1.23% 29
2023
Q4 		$3.95M Buy
14,407
+215
+2% +$51K 1.03% 37
2023
Q3 		$4.33M Buy
14,192
+72
+0.5% +$24.9K 1.26% 26
2023
Q2 		$4.99M Buy
14,120
+148
+1% +$47.1K 1.38% 24
2023
Q1 		$4.67M Sell
13,972
-105
-0.7% -$31K 1.39% 27
2022
Q4 		$2.97M Buy
+14,077
New +$2.82M 0.92% 35

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

Legacy Trust's ALGN Position: Q2 2026 in Review

Legacy Trust increased its Align Technology (ALGN) stake by 8.6% in Q2 2026, buying an estimated $138K and bringing the position to 10,046 shares worth $1.69M. The position accounts for 0.3% of the portfolio, ranked #67.

Legacy Trust first reported a position in ALGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.99M in Q2 2023. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Legacy Trust held 10,046 shares of Align Technology worth $1.69M as of Q2 2026.
  • Legacy Trust bought 797 Align Technology shares in Q2 2026, an estimated $138K.
  • Align Technology made up 0.3% of Legacy Trust's portfolio in Q2 2026, its #67 holding.
  • Legacy Trust first reported a position in Align Technology in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Align Technology position peaked at $4.99M in Q2 2023.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.