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SilverOak Wealth Management’s Align Technology ALGN Stock Holding History

SilverOak 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 		$599K Buy
3,553
+1,745
+97% +$303K 0.08% 71
2026
Q1 		$310K Hold
1,808
– – 0.05% 96
2025
Q4 		$282K Hold
1,808
– – 0.04% 102
2025
Q3 		$226K Sell
1,808
-20
-1% -$3.13K 0.04% 104
2025
Q2 		$346K Buy
+1,828
New +$323K 0.06% 78

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

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

SilverOak Wealth Management increased its Align Technology (ALGN) stake by 97% in Q2 2026, buying an estimated $303K and bringing the position to 3,553 shares worth $599K. The position accounts for 0.08% of the portfolio, ranked #71.

SilverOak Wealth Management first reported a position in ALGN in Q2 2025 and has held it in 5 quarters since. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • SilverOak Wealth Management held 3,553 shares of Align Technology worth $599K as of Q2 2026.
  • SilverOak Wealth Management bought 1,745 Align Technology shares in Q2 2026, an estimated $303K.
  • Align Technology made up 0.08% of SilverOak Wealth Management's portfolio in Q2 2026, its #71 holding.
  • SilverOak Wealth Management first reported a position in Align Technology in Q2 2025 and has held it in 5 quarters since.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.