Wealth Enhancement Advisory Services
ALGN icon

Wealth Enhancement Advisory Services’s Align Technology ALGN Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.82M Buy
30,195
+1,150
+4% +$200K 0.01% 1031
2026
Q1 		$4.44M Buy
29,045
+3,702
+15% +$648K 0.01% 948
2025
Q4 		$4.28M Buy
25,343
+9,792
+63% +$1.4M 0.01% 1095
2025
Q3 		$2.03M Buy
15,551
+4,359
+39% +$683K ﹤0.01% 1431
2025
Q2 		$2.2M Buy
11,192
+1,812
+19% +$320K ﹤0.01% 1311
2025
Q1 		$1.49M Buy
9,380
+2,881
+44% +$566K ﹤0.01% 1395
2024
Q4 		$1.36M Sell
6,499
-1,209
-16% -$270K ﹤0.01% 1387
2024
Q3 		$1.96M Buy
7,708
+1,683
+28% +$397K ﹤0.01% 1062
2024
Q2 		$1.45M Sell
6,025
-269
-4% -$74.9K ﹤0.01% 1118
2024
Q1 		$2.06M Buy
6,294
+697
+12% +$204K 0.01% 929
2023
Q4 		$1.53M Sell
5,597
-3,840
-41% -$910K ﹤0.01% 993
2023
Q3 		$2.88M Buy
+9,437
New +$3.26M 0.01% 732
2019
Q2 		– Sell
-4,276
Closed -$1.27M – 200
2019
Q1 		$1.27M Buy
+4,276
New +$1.02M 0.07% 113
2018
Q3 		– Sell
-4,040
Closed -$1.41M – 167
2018
Q2 		$1.41M Buy
+4,040
New +$1.21M 0.09% 88
2018
Q1 		– Sell
-8,011
Closed -$2.07M – 141
2017
Q4 		$2.07M Buy
+8,011
New +$1.82M 0.15% 78

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

Wealth Enhancement Advisory Services's ALGN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Align Technology (ALGN) stake by 4% in Q2 2026, buying an estimated $200K and bringing the position to 30,195 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #1031.

Wealth Enhancement Advisory Services first reported a position in ALGN in Q4 2017 and has held it in 15 quarters since. 670 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,195 shares of Align Technology worth $4.82M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,150 Align Technology shares in Q2 2026, an estimated $200K.
  • Align Technology made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1031 holding.
  • Wealth Enhancement Advisory Services first reported a position in Align Technology in Q4 2017 and has held it in 15 quarters since.
  • 670 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.