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Morningstar Investment Management’s Align Technology ALGN Stock Holding History

Morningstar Investment 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 		$2.18M Hold
12,711
– – 0.13% 163
2026
Q1 		$2.18M Buy
12,711
+875
+7% +$153K 0.13% 161
2025
Q4 		$1.85M Sell
11,836
-1,401
-11% -$201K 0.11% 177
2025
Q3 		$1.66M Buy
+13,237
New +$2.07M 0.06% 281

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

Morningstar Investment Management's ALGN Position: Q2 2026 in Review

Morningstar Investment Management held its Align Technology (ALGN) position steady in Q2 2026 at 12,711 shares worth $2.18M. The position accounts for 0.13% of the portfolio, ranked #163.

Morningstar Investment Management first reported a position in ALGN in Q3 2025 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Morningstar Investment Management held 12,711 shares of Align Technology worth $2.18M as of Q2 2026.
  • Morningstar Investment Management left its Align Technology share count unchanged in Q2 2026.
  • Align Technology made up 0.13% of Morningstar Investment Management's portfolio in Q2 2026, its #163 holding.
  • Morningstar Investment Management first reported a position in Align Technology in Q3 2025 and has held it in 4 quarters since.
  • 674 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.