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Waypoint Wealth Counsel’s Align Technology ALGN Stock Holding History

Waypoint Wealth Counsel’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 		$202K Sell
1,196
-371
-24% -$64.4K 0.13% 145
2026
Q1 		$269K Sell
1,567
-89
-5% -$15.6K 0.14% 165
2025
Q4 		$259K Buy
+1,656
New +$237K 0.09% 217

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

Waypoint Wealth Counsel's ALGN Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Align Technology (ALGN) stake by 24% in Q2 2026, selling an estimated $64.4K and leaving 1,196 shares worth $202K. The position accounts for 0.13% of the portfolio, ranked #145.

Waypoint Wealth Counsel first reported a position in ALGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $269K in Q1 2026. 674 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Waypoint Wealth Counsel held 1,196 shares of Align Technology worth $202K as of Q2 2026.
  • Waypoint Wealth Counsel sold 371 Align Technology shares in Q2 2026, an estimated $64.4K.
  • Align Technology made up 0.13% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #145 holding.
  • Waypoint Wealth Counsel first reported a position in Align Technology in Q4 2025 and has held it in 3 quarters since.
  • Waypoint Wealth Counsel's Align Technology position peaked at $269K in Q1 2026.
  • 674 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.