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NewEdge Wealth’s Align Technology ALGN Stock Holding History

NewEdge Wealth’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 		$1.66M Sell
9,833
-2,126
-18% -$369K 0.02% 508
2026
Q1 		$2.05M Buy
+11,959
New +$2.09M 0.02% 419
2024
Q2 		– Sell
-1,711
Closed -$490K – 762
2024
Q1 		$490K Buy
1,711
+144
+9% +$42.2K 0.01% 565
2023
Q4 		$429K Sell
1,567
-860
-35% -$204K 0.01% 540
2023
Q3 		$741K Sell
2,427
-321
-12% -$111K 0.02% 401
2023
Q2 		$972K Buy
2,748
+328
+14% +$104K 0.03% 361
2023
Q1 		$809K Sell
2,420
-18
-0.7% -$5.31K 0.03% 345
2022
Q4 		$514K Sell
2,438
-312
-11% -$62.5K 0.02% 363
2022
Q3 		$570K Sell
2,750
-308
-10% -$79.3K 0.03% 336
2022
Q2 		$724K Buy
3,058
+831
+37% +$255K 0.03% 331
2022
Q1 		$971K Buy
2,227
+72
+3% +$35K 0.04% 225
2021
Q4 		$1.42M Buy
2,155
+490
+29% +$315K 0.06% 199
2021
Q3 		$1.11M Buy
1,665
+170
+11% +$115K 0.07% 174
2021
Q2 		$913K Hold
1,495
– – 0.07% 179
2021
Q1 		$810K Buy
+1,495
New +$826K 0.08% 180

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

NewEdge Wealth's ALGN Position: Q2 2026 in Review

NewEdge Wealth reduced its Align Technology (ALGN) stake by 18% in Q2 2026, selling an estimated $369K and leaving 9,833 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #508.

NewEdge Wealth first reported a position in ALGN in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.05M in Q1 2026. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • NewEdge Wealth held 9,833 shares of Align Technology worth $1.66M as of Q2 2026.
  • NewEdge Wealth sold 2,126 Align Technology shares in Q2 2026, an estimated $369K.
  • Align Technology made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #508 holding.
  • NewEdge Wealth first reported a position in Align Technology in Q1 2021 and has held it in 15 quarters since.
  • NewEdge Wealth's Align Technology position peaked at $2.05M in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.