MWM
ALGN icon

Modera Wealth Management’s Align Technology ALGN Stock Holding History

Modera 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 		$2.44M Sell
14,463
-150
-1% -$26K 0.03% 254
2026
Q1 		$2.51M Buy
14,613
+219
+2% +$38.4K 0.03% 236
2025
Q4 		$2.25M Buy
14,394
+1,285
+10% +$184K 0.03% 253
2025
Q3 		$1.64M Sell
13,109
-544
-4% -$85.2K 0.02% 279
2025
Q2 		$2.58M Sell
13,653
-1,694
-11% -$299K 0.03% 236
2025
Q1 		$2.44M Buy
15,347
+481
+3% +$94.4K 0.03% 226
2024
Q4 		$3.1M Buy
14,866
+384
+3% +$85.8K 0.04% 213
2024
Q3 		$3.68M Sell
14,482
-1,100
-7% -$260K 0.05% 190
2024
Q2 		$3.76M Sell
15,582
-1,359
-8% -$378K 0.06% 181
2024
Q1 		$5.56M Buy
16,941
+1,413
+9% +$415K 0.08% 148
2023
Q4 		$4.25M Buy
15,528
+1,218
+9% +$289K 0.07% 166
2023
Q3 		$4.37M Buy
14,310
+650
+5% +$225K 0.08% 160
2023
Q2 		$4.83M Buy
+13,660
New +$4.35M 0.09% 152

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

Modera Wealth Management's ALGN Position: Q2 2026 in Review

Modera Wealth Management reduced its Align Technology (ALGN) stake by 1% in Q2 2026, selling an estimated $26K and leaving 14,463 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #254.

Modera Wealth Management first reported a position in ALGN in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.56M in Q1 2024. 674 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Modera Wealth Management held 14,463 shares of Align Technology worth $2.44M as of Q2 2026.
  • Modera Wealth Management sold 150 Align Technology shares in Q2 2026, an estimated $26K.
  • Align Technology made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Modera Wealth Management first reported a position in Align Technology in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's Align Technology position peaked at $5.56M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.