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Waverly Advisors’s Align Technology ALGN Stock Holding History

Waverly 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 		$295K Buy
1,751
+152
+10% +$26.4K ﹤0.01% 1424
2026
Q1 		$274K Buy
+1,599
New +$280K ﹤0.01% 1343

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

Waverly Advisors's ALGN Position: Q2 2026 in Review

Waverly Advisors increased its Align Technology (ALGN) stake by 9.5% in Q2 2026, buying an estimated $26.4K and bringing the position to 1,751 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Waverly Advisors first reported a position in ALGN in Q1 2026 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Waverly Advisors held 1,751 shares of Align Technology worth $295K as of Q2 2026.
  • Waverly Advisors bought 152 Align Technology shares in Q2 2026, an estimated $26.4K.
  • Align Technology made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1424 holding.
  • Waverly Advisors first reported a position in Align Technology in Q1 2026 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.