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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

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 $3.38T AUM 44.17% 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 Securities Group's ALGN Position: Q2 2026 in Review

Summit Securities Group increased its Align Technology (ALGN) stake by 5,318% in Q2 2026, buying an estimated $102K and bringing the position to 596 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #392.

Summit Securities Group first reported a position in ALGN in Q1 2022 and has held it in 10 quarters since. The position peaked at $155K in Q1 2022. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Summit Securities Group held 596 shares of Align Technology worth $101K as of Q2 2026.
  • Summit Securities Group bought 585 Align Technology shares in Q2 2026, an estimated $102K.
  • Align Technology made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #392 holding.
  • Summit Securities Group first reported a position in Align Technology in Q1 2022 and has held it in 10 quarters since.
  • Summit Securities Group's Align Technology position peaked at $155K in Q1 2022.
  • 675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.