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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SHP Wealth Management's ALGN Position: Q1 2026 in Review

SHP Wealth Management increased its Align Technology (ALGN) stake by 50% in Q1 2026, buying an estimated $701 and bringing the position to 12 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

SHP Wealth Management first reported a position in ALGN in Q4 2025 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • SHP Wealth Management held 12 shares of Align Technology worth $2.06K as of Q1 2026.
  • SHP Wealth Management bought 4 Align Technology shares in Q1 2026, an estimated $701.
  • Align Technology made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1270 holding.
  • SHP Wealth Management first reported a position in Align Technology in Q4 2025 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.