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SHP Wealth Management’s Align Technology ALGN Stock Holding History

SHP Wealth 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 		$1.01K Sell
6
-6
-50% -$1.04K ﹤0.01% 1584
2026
Q1 		$2.06K Buy
12
+4
+50% +$701 ﹤0.01% 1270
2025
Q4 		$1.25K Buy
+8
New +$1.15K ﹤0.01% 1220

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 $3.38T AUM 44.17% 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

SHP Wealth Management's ALGN Position: Q2 2026 in Review

SHP Wealth Management reduced its Align Technology (ALGN) stake by 50% in Q2 2026, selling an estimated $1.04K and leaving 6 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

SHP Wealth Management first reported a position in ALGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.06K in Q1 2026. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • SHP Wealth Management held 6 shares of Align Technology worth $1.01K as of Q2 2026.
  • SHP Wealth Management sold 6 Align Technology shares in Q2 2026, an estimated $1.04K.
  • Align Technology made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1584 holding.
  • SHP Wealth Management first reported a position in Align Technology in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Align Technology position peaked at $2.06K in Q1 2026.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

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