SSG
ALGN icon

Summit Securities Group’s Align Technology ALGN Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-2,900
Closed -$795K – 434
2023
Q4 		$795K Buy
+2,900
New +$687K 0.07% 152

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Summit Securities Group's ALGN Position: Q1 2026 in Review

Summit Securities Group reduced its Align Technology (ALGN) stake by 89% in Q1 2026, selling an estimated $15.4K and leaving 11 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Summit Securities Group first reported a position in ALGN in Q1 2022 and has held it in 9 quarters since. The position peaked at $155K in Q1 2022. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Summit Securities Group held 11 shares of Align Technology worth $1.89K as of Q1 2026.
  • Summit Securities Group sold 88 Align Technology shares in Q1 2026, an estimated $15.4K.
  • Align Technology made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #949 holding.
  • Summit Securities Group first reported a position in Align Technology in Q1 2022 and has held it in 9 quarters since.
  • Summit Securities Group's Align Technology position peaked at $155K in Q1 2022.
  • 688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.