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Summit Wealth Group (Colorado)’s Align Technology ALGN Stock Holding History

Summit Wealth Group (Colorado)’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 		$276K Buy
1,639
+1
+0.1% +$174 0.02% 319
2026
Q1 		$281K Buy
1,638
+14
+0.9% +$2.45K 0.03% 270
2025
Q4 		$254K Buy
+1,624
New +$233K 0.03% 233

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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Summit Wealth Group (Colorado)'s ALGN Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Align Technology (ALGN) stake by 0.06% in Q2 2026, buying an estimated $174 and bringing the position to 1,639 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #319.

Summit Wealth Group (Colorado) first reported a position in ALGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q1 2026. 231 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,639 shares of Align Technology worth $276K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 1 Align Technology share in Q2 2026, an estimated $174.
  • Align Technology made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #319 holding.
  • Summit Wealth Group (Colorado) first reported a position in Align Technology in Q4 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Align Technology position peaked at $281K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.