Merit Financial Group’s Align Technology ALGN Stock Holding History

Merit Financial Group’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	$1.36M	Sell	8,090 -31	-0.4%	-$5.38K	0.01%	915
2026 Q1	$1.39M	Sell	8,121 -46	-0.6%	-$8.06K	0.01%	841
2025 Q4	$1.28M	Buy	8,167 +5,420	+197%	+$777K	0.01%	828
2025 Q3	$344K	Sell	2,747 -1,083	-28%	-$170K	﹤0.01%	1362
2025 Q2	$725K	Buy	3,830 +959	+33%	+$169K	0.01%	933
2025 Q1	$456K	Buy	2,871 +1,310	+84%	+$257K	0.01%	980
2024 Q4	$325K	Buy	+1,561	New	+$349K	0.01%	896

Other funds holding ALGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Merit Financial Group's ALGN Position: Q2 2026 in Review

Merit Financial Group reduced its Align Technology (ALGN) stake by 0.38% in Q2 2026, selling an estimated $5.38K and leaving 8,090 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #915.

Merit Financial Group first reported a position in ALGN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2026. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Merit Financial Group held 8,090 shares of Align Technology worth $1.36M as of Q2 2026.
Merit Financial Group sold 31 Align Technology shares in Q2 2026, an estimated $5.38K.
Align Technology made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #915 holding.
Merit Financial Group first reported a position in Align Technology in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Align Technology position peaked at $1.39M in Q1 2026.
671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.