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Summit Trail Advisors’s Align Technology ALGN Stock Holding History

Summit Trail Advisors’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 		$1.62M Buy
9,578
+584
+6% +$101K 0.02% 746
2026
Q1 		$1.54M Buy
8,994
+88
+1% +$15.4K 0.02% 708
2025
Q4 		$1.39M Buy
8,906
+1,047
+13% +$150K 0.02% 638
2025
Q3 		$984K Buy
7,859
+5,399
+219% +$846K 0.01% 844
2025
Q2 		$466K Buy
+2,460
New +$435K 0.01% 755
2024
Q4 		– Sell
-1,316
Closed -$335K – 409
2024
Q3 		$335K Buy
1,316
+50
+4% +$11.8K 0.01% 513
2024
Q2 		$306K Sell
1,266
-132
-9% -$36.7K 0.01% 486
2024
Q1 		$458K Buy
1,398
+449
+47% +$132K 0.01% 352
2023
Q4 		$260K Sell
949
-710
-43% -$168K 0.01% 432
2023
Q3 		$507K Sell
1,659
-53
-3% -$18.3K 0.02% 269
2023
Q2 		$605K Buy
1,712
+393
+30% +$125K 0.02% 231
2023
Q1 		$441K Sell
1,319
-6
-0.5% -$1.77K 0.02% 237
2022
Q4 		$279K Buy
1,325
+227
+21% +$45.4K 0.01% 294
2022
Q3 		$227K Buy
+1,098
New +$283K 0.01% 315
2018
Q1 		– Sell
-170
Closed -$46K – 461
2017
Q4 		$46K Buy
+170
New +$38.6K 0.01% 836

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 Trail Advisors's ALGN Position: Q2 2026 in Review

Summit Trail Advisors increased its Align Technology (ALGN) stake by 6.5% in Q2 2026, buying an estimated $101K and bringing the position to 9,578 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #746.

Summit Trail Advisors first reported a position in ALGN in Q4 2017 and has held it in 15 quarters since. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Summit Trail Advisors held 9,578 shares of Align Technology worth $1.62M as of Q2 2026.
  • Summit Trail Advisors bought 584 Align Technology shares in Q2 2026, an estimated $101K.
  • Align Technology made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #746 holding.
  • Summit Trail Advisors first reported a position in Align Technology in Q4 2017 and has held it in 15 quarters since.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.