SW
ALGN icon

Simplicity Wealth’s Align Technology ALGN Stock Holding History

Simplicity Wealth’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 		$219K Buy
+1,297
New +$225K 0.01% 954
2024
Q3 		– Sell
-853
Closed -$206K – 513
2024
Q2 		$206K Sell
853
-47
-5% -$13.1K ﹤0.01% 1104
2024
Q1 		$295K Buy
+900
New +$264K 0.01% 925

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

Simplicity Wealth's ALGN Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Align Technology (ALGN) in Q2 2026: 1,297 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in ALGN as recently as Q2 2024.

Simplicity Wealth first reported a position in ALGN in Q1 2024 and has held it in 3 quarters since. The position peaked at $295K in Q1 2024. 674 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Simplicity Wealth held 1,297 shares of Align Technology worth $219K as of Q2 2026.
  • Align Technology was a new Simplicity Wealth position in Q2 2026.
  • Align Technology made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #954 holding.
  • Simplicity Wealth first reported a position in Align Technology in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Align Technology position peaked at $295K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.