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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
+434
+36% +$62.2K 0.03% 233
2025
Q3 		$363K Buy
+1,190
New +$186K 0.04% 318

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 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 Q3 2025 and has held it in 4 quarters since. The position peaked at $363K in Q3 2025. 675 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 Q3 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Align Technology position peaked at $363K in Q3 2025.
  • 675 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.