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True Wealth Design’s Align Technology ALGN Stock Holding History

True Wealth Design’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 		$67.5K Buy
400
+4
+1% +$694 0.02% 378
2026
Q1 		$67.9K Buy
396
+8
+2% +$1.4K 0.02% 316
2025
Q4 		$60.6K Buy
388
+237
+157% +$34K 0.02% 287
2025
Q3 		$18.9K Sell
151
-4
-3% -$627 0.01% 635
2025
Q2 		$29.3K Buy
155
+153
+7,650% +$27K 0.01% 302
2025
Q1 		$318 Sell
2
-4
-67% -$785 ﹤0.01% 1746
2024
Q4 		$1.25K Sell
6
-102
-94% -$22.8K ﹤0.01% 868
2024
Q3 		$27.5K Buy
108
+107
+10,700% +$25.2K 0.01% 272
2024
Q2 		$242 Sell
1
-1
-50% -$278 ﹤0.01% 735
2024
Q1 		$656 Buy
2
+1
+100% +$293 ﹤0.01% 566
2023
Q4 		$274 Hold
1
– – ﹤0.01% 625
2023
Q3 		$306 Hold
1
– – ﹤0.01% 554
2023
Q2 		$354 Hold
1
– – ﹤0.01% 537
2023
Q1 		$335 Hold
1
– – ﹤0.01% 622
2022
Q4 		$211 Buy
+1
New +$200 ﹤0.01% 650

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

True Wealth Design's ALGN Position: Q2 2026 in Review

True Wealth Design increased its Align Technology (ALGN) stake by 1% in Q2 2026, buying an estimated $694 and bringing the position to 400 shares worth $67.5K. The position accounts for 0.02% of the portfolio, ranked #378.

True Wealth Design first reported a position in ALGN in Q4 2022 and has held it in 15 quarters since. The position peaked at $67.9K in Q1 2026. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • True Wealth Design held 400 shares of Align Technology worth $67.5K as of Q2 2026.
  • True Wealth Design bought 4 Align Technology shares in Q2 2026, an estimated $694.
  • Align Technology made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #378 holding.
  • True Wealth Design first reported a position in Align Technology in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Align Technology position peaked at $67.9K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.