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Planning Strategies Inc.’s Align Technology ALGN Stock Holding History

Planning Strategies Inc.’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 		$337 Buy
+2
New +$347 ﹤0.01% 930

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Assenagon Asset Management
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DC
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Planning Strategies Inc.'s ALGN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Align Technology (ALGN) in Q2 2026: 2 shares worth $337. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings.

187 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Planning Strategies Inc. held 2 shares of Align Technology worth $337 as of Q2 2026.
  • Align Technology was a new Planning Strategies Inc. position in Q2 2026.
  • Align Technology made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #930 holding.
  • 187 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.