Compass Wealth Management’s Align Technology ALGN Stock Holding History

Compass Wealth 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	$72.7K	Buy	+500	New	+$82.7K	0.01%	232

Other funds holding ALGN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Compass Wealth Management opened a new position in Align Technology (ALGN) in Q3 2026: 500 shares worth $72.7K. The stake represents 0.01% of the portfolio and ranks #232 among its holdings.

284 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

Compass Wealth Management held 500 shares of Align Technology worth $72.7K as of Q3 2026.
Align Technology was a new Compass Wealth Management position in Q3 2026.
Align Technology made up 0.01% of Compass Wealth Management's portfolio in Q3 2026, its #232 holding.
284 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.