Wealth Alliance
ALGN icon

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
Q3 		$217K Sell
1,495
-3
-0.2% -$496 0.02% 529
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Alliance's ALGN Position: Q3 2026 in Review

Wealth Alliance reduced its Align Technology (ALGN) stake by 0.2% in Q3 2026, selling an estimated $496 and leaving 1,495 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #529.

Wealth Alliance first reported a position in ALGN in Q2 2020 and has held it in 14 quarters since. The position peaked at $588K in Q4 2020. 506 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Wealth Alliance held 1,495 shares of Align Technology worth $217K as of Q3 2026.
  • Wealth Alliance sold 3 Align Technology shares in Q3 2026, an estimated $496.
  • Align Technology made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #529 holding.
  • Wealth Alliance first reported a position in Align Technology in Q2 2020 and has held it in 14 quarters since.
  • Wealth Alliance's Align Technology position peaked at $588K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.