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NEOS Investment Management’s Align Technology ALGN Stock Holding History

NEOS 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 		$1.75M Buy
10,372
+1,229
+13% +$213K 0.01% 537
2026
Q1 		$1.57M Sell
9,143
-858
-9% -$150K 0.01% 519
2025
Q4 		$1.56M Sell
10,001
-888
-8% -$127K 0.01% 498
2025
Q3 		$1.36M Buy
10,889
+3,581
+49% +$561K 0.01% 480
2025
Q2 		$1.38M Buy
7,308
+3,284
+82% +$580K 0.02% 436
2025
Q1 		$639K Buy
4,024
+3,059
+317% +$600K 0.01% 489
2024
Q4 		$201K Sell
965
-7
-0.7% -$1.56K ﹤0.01% 584
2024
Q3 		$247K Hold
972
– – 0.01% 555
2024
Q2 		$235K Hold
972
– – 0.01% 546
2024
Q1 		$319K Sell
972
-15
-2% -$4.4K 0.02% 481
2023
Q4 		$270K Sell
987
-2,405
-71% -$570K 0.03% 421
2023
Q3 		$1.04M Buy
+3,392
New +$1.17M 0.13% 147

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

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

NEOS Investment Management increased its Align Technology (ALGN) stake by 13% in Q2 2026, buying an estimated $213K and bringing the position to 10,372 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #537.

NEOS Investment Management first reported a position in ALGN in Q3 2023 and has held it in 12 quarters since. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • NEOS Investment Management held 10,372 shares of Align Technology worth $1.75M as of Q2 2026.
  • NEOS Investment Management bought 1,229 Align Technology shares in Q2 2026, an estimated $213K.
  • Align Technology made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #537 holding.
  • NEOS Investment Management first reported a position in Align Technology in Q3 2023 and has held it in 12 quarters since.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.