Compass Financial Management
ALGN icon

Compass Financial Management’s Align Technology ALGN Stock Holding History

Compass Financial Management’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 		$291 Hold
2
– – ﹤0.01% 1638
2026
Q2 		$347 Buy
+2
New +$347 ﹤0.01% 1443

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

Compass Financial Management's ALGN Position: Q3 2026 in Review

Compass Financial Management held its Align Technology (ALGN) position steady in Q3 2026 at 2 shares worth $291. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Compass Financial Management first reported a position in ALGN in Q2 2026 and has held it in 2 quarters since. The position peaked at $347 in Q2 2026. 506 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Compass Financial Management held 2 shares of Align Technology worth $291 as of Q3 2026.
  • Compass Financial Management left its Align Technology share count unchanged in Q3 2026.
  • Align Technology made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1638 holding.
  • Compass Financial Management first reported a position in Align Technology in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Align Technology position peaked at $347 in Q2 2026.
  • 506 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.