Wealth Alliance’s Align Technology ALGN Stock Holding History

Wealth Alliance’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	$253K	Buy	1,498 +134	+10%	+$23.3K	0.02%	494
2026 Q1	$234K	Buy	+1,364	New	+$239K	0.02%	493
2023 Q4	–	Sell	-771	Closed	-$235K	–	511
2023 Q3	$235K	Sell	771 -136	-15%	-$47K	0.04%	422
2023 Q2	$321K	Buy	907 +46	+5%	+$14.6K	0.05%	355
2023 Q1	$288K	Buy	+861	New	+$254K	0.05%	377
2022 Q2	–	Sell	-539	Closed	-$235K	–	442
2022 Q1	$235K	Sell	539 -225	-29%	-$110K	0.05%	387
2021 Q4	$502K	Buy	764 +3	+0.4%	+$1.93K	0.1%	220
2021 Q3	$507K	Sell	761 -26	-3%	-$17.7K	0.11%	196
2021 Q2	$481K	Sell	787 -65	-8%	-$38.5K	0.11%	201
2021 Q1	$461K	Sell	852 -249	-23%	-$138K	0.13%	190
2020 Q4	$588K	Buy	1,101 +57	+5%	+$25.6K	0.17%	145
2020 Q3	$342K	Sell	1,044 -98	-9%	-$29.9K	0.12%	203
2020 Q2	$313K	Buy	+1,142	New	+$257K	0.12%	208

Other funds holding ALGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Alliance's ALGN Position: Q2 2026 in Review

Wealth Alliance increased its Align Technology (ALGN) stake by 9.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,498 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #494.

Wealth Alliance first reported a position in ALGN in Q2 2020 and has held it in 13 quarters since. The position peaked at $588K in Q4 2020. 675 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

Wealth Alliance held 1,498 shares of Align Technology worth $253K as of Q2 2026.
Wealth Alliance bought 134 Align Technology shares in Q2 2026, an estimated $23.3K.
Align Technology made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #494 holding.
Wealth Alliance first reported a position in Align Technology in Q2 2020 and has held it in 13 quarters since.
Wealth Alliance's Align Technology position peaked at $588K in Q4 2020.
675 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.