NWAG
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Net Worth Advisory Group’s Align Technology ALGN Stock Holding History

Net Worth Advisory 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 		$266K Sell
1,574
-110
-7% -$19.1K 0.07% 315
2026
Q1 		$289K Sell
1,684
-265
-14% -$46.4K 0.06% 314
2025
Q4 		$304K Sell
1,949
-6
-0.3% -$860 0.06% 315
2025
Q3 		$245K Buy
+1,955
New +$306K 0.07% 349

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

Net Worth Advisory Group's ALGN Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Align Technology (ALGN) stake by 6.5% in Q2 2026, selling an estimated $19.1K and leaving 1,574 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #315.

Net Worth Advisory Group first reported a position in ALGN in Q3 2025 and has held it in 4 quarters since. The position peaked at $304K in Q4 2025. 670 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Net Worth Advisory Group held 1,574 shares of Align Technology worth $266K as of Q2 2026.
  • Net Worth Advisory Group sold 110 Align Technology shares in Q2 2026, an estimated $19.1K.
  • Align Technology made up 0.07% of Net Worth Advisory Group's portfolio in Q2 2026, its #315 holding.
  • Net Worth Advisory Group first reported a position in Align Technology in Q3 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Align Technology position peaked at $304K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.