RFP
ALGN icon

Root Financial Partners’s Align Technology ALGN Stock Holding History

Root Financial Partners’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 		– Sell
-101
Closed -$17.3K – 507
2026
Q1 		$17.3K Buy
101
+61
+153% +$10.7K ﹤0.01% 1405
2025
Q4 		$6.25K Buy
40
+4
+11% +$573 ﹤0.01% 1691
2025
Q3 		$4.51K Buy
+36
New +$5.64K ﹤0.01% 1768

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

Root Financial Partners's ALGN Position: Q2 2026 in Review

Root Financial Partners sold out of Align Technology (ALGN) in Q2 2026, closing a stake of 101 shares — an estimated $17.3K sold.

Root Financial Partners first reported a position in ALGN in Q3 2025 and held it in 3 quarters. The position peaked at $17.3K in Q1 2026. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Root Financial Partners reported no remaining Align Technology position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 101 Align Technology shares in Q2 2026, an estimated $17.3K.
  • Root Financial Partners first reported a position in Align Technology in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Align Technology position peaked at $17.3K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.