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Summit Financial’s Align Technology ALGN Stock Holding History

Summit Financial’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 		$266K Sell
1,578
-18
-1% -$3.12K ﹤0.01% 1386
2026
Q1 		$274K Buy
+1,596
New +$280K ﹤0.01% 1227

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

Summit Financial's ALGN Position: Q2 2026 in Review

Summit Financial reduced its Align Technology (ALGN) stake by 1.1% in Q2 2026, selling an estimated $3.12K and leaving 1,578 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Summit Financial first reported a position in ALGN in Q1 2026 and has held it in 2 quarters since. The position peaked at $274K in Q1 2026. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Summit Financial held 1,578 shares of Align Technology worth $266K as of Q2 2026.
  • Summit Financial sold 18 Align Technology shares in Q2 2026, an estimated $3.12K.
  • Align Technology made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1386 holding.
  • Summit Financial first reported a position in Align Technology in Q1 2026 and has held it in 2 quarters since.
  • Summit Financial's Align Technology position peaked at $274K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.