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Spire Wealth Management’s Align Technology ALGN Stock Holding History

Spire 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 		$23.3K Buy
138
+106
+331% +$18.4K ﹤0.01% 1402
2026
Q1 		$5.49K Sell
32
-28
-47% -$4.91K ﹤0.01% 1818
2025
Q4 		$9.37K Sell
60
-23
-28% -$3.3K ﹤0.01% 1723
2025
Q3 		$10.4K Buy
83
+12
+17% +$1.88K ﹤0.01% 1736
2025
Q2 		$13.4K Buy
71
+15
+27% +$2.65K ﹤0.01% 1631
2025
Q1 		$8.9K Sell
56
-11
-16% -$2.16K ﹤0.01% 1864
2024
Q4 		$14K Sell
67
-2
-3% -$447 ﹤0.01% 1746
2024
Q3 		$17.5K Hold
69
– – ﹤0.01% 1478
2024
Q2 		$16.7K Buy
69
+9
+15% +$2.51K ﹤0.01% 1503
2024
Q1 		$19.7K Sell
60
-26
-30% -$7.63K ﹤0.01% 1522
2023
Q4 		$22.9K Sell
86
-24
-22% -$5.69K ﹤0.01% 1486
2023
Q3 		$33.6K Sell
110
-66
-38% -$22.8K ﹤0.01% 1314
2023
Q2 		$62.2K Buy
176
+2
+1% +$637 ﹤0.01% 1114
2023
Q1 		$58.1K Sell
174
-4
-2% -$1.18K ﹤0.01% 1138
2022
Q4 		$38K Buy
178
+46
+35% +$9.21K ﹤0.01% 1083
2022
Q3 		$27K Sell
132
-4
-3% -$1.03K ﹤0.01% 1196
2022
Q2 		$32K Sell
136
-91
-40% -$28K ﹤0.01% 1475
2022
Q1 		$99K Sell
227
-16,564
-99% -$8.06M ﹤0.01% 1164
2021
Q4 		$11.1M Buy
16,791
+306
+2% +$197K 0.25% 113
2021
Q3 		$11M Buy
16,485
+16,264
+7,359% +$11M 0.29% 99
2021
Q2 		$135K Sell
221
-158
-42% -$93.5K ﹤0.01% 1079
2021
Q1 		$203K Buy
+379
New +$210K 0.01% 1055

Other funds holding ALGN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

Spire Wealth Management increased its Align Technology (ALGN) stake by 331% in Q2 2026, buying an estimated $18.4K and bringing the position to 138 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Spire Wealth Management first reported a position in ALGN in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.1M in Q4 2021. 130 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Spire Wealth Management held 138 shares of Align Technology worth $23.3K as of Q2 2026.
  • Spire Wealth Management bought 106 Align Technology shares in Q2 2026, an estimated $18.4K.
  • Align Technology made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1402 holding.
  • Spire Wealth Management first reported a position in Align Technology in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Align Technology position peaked at $11.1M in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.