LVW Advisors’s Align Technology ALGN Stock Holding History

LVW Advisors’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	–	Sell	-1,472	Closed	-$252K	–	463
2026 Q1	$252K	Buy	+1,472	New	+$258K	0.02%	368

Other funds holding ALGN

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

LVW Advisors's ALGN Position: Q2 2026 in Review

LVW Advisors sold out of Align Technology (ALGN) in Q2 2026, closing a stake of 1,472 shares — an estimated $252K sold.

LVW Advisors first reported a position in ALGN in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 219 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

LVW Advisors reported no remaining Align Technology position as of Q2 2026 after selling out during the quarter.
LVW Advisors sold 1,472 Align Technology shares in Q2 2026, an estimated $252K.
LVW Advisors first reported a position in Align Technology in Q1 2026 and held it in 1 quarter.
LVW Advisors's Align Technology position peaked at $252K in Q1 2026.
219 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.