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Private Wealth Management Group’s Align Technology ALGN Stock Holding History

Private Wealth Management 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 		$7.93K Hold
47
– – ﹤0.01% 648
2026
Q1 		$8.06K Hold
47
– – ﹤0.01% 597
2025
Q4 		$7.34K Buy
+47
New +$6.74K ﹤0.01% 618
2025
Q3 		– Sell
-55
Closed -$10.4K – 1483
2025
Q2 		$10.4K Buy
+55
New +$9.72K ﹤0.01% 475
2025
Q1 		– Sell
-30
Closed -$6.26K – 1483
2024
Q4 		$6.26K Sell
30
-8
-21% -$1.79K ﹤0.01% 654
2024
Q3 		$9.66K Buy
38
+26
+217% +$6.13K ﹤0.01% 466
2024
Q2 		$2.9K Sell
12
-2
-14% -$557 ﹤0.01% 923
2024
Q1 		$4.59K Buy
14
+2
+17% +$587 ﹤0.01% 645
2023
Q4 		$3.29K Buy
+12
New +$2.85K ﹤0.01% 763

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

Private Wealth Management Group's ALGN Position: Q2 2026 in Review

Private Wealth Management Group held its Align Technology (ALGN) position steady in Q2 2026 at 47 shares worth $7.93K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Private Wealth Management Group first reported a position in ALGN in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.4K in Q2 2025. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Private Wealth Management Group held 47 shares of Align Technology worth $7.93K as of Q2 2026.
  • Private Wealth Management Group left its Align Technology share count unchanged in Q2 2026.
  • Align Technology made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #648 holding.
  • Private Wealth Management Group first reported a position in Align Technology in Q4 2023 and has held it in 9 quarters since.
  • Private Wealth Management Group's Align Technology position peaked at $10.4K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.