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Crestwood Advisors Group’s Align Technology ALGN Stock Holding History

Crestwood Advisors Group’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 		$297K Buy
1,762
+133
+8% +$23.1K ﹤0.01% 685
2026
Q1 		$279K Buy
1,629
+345
+27% +$60.4K ﹤0.01% 612
2025
Q4 		$200K Buy
+1,284
New +$184K ﹤0.01% 672
2025
Q3 		– Sell
-1,215
Closed -$230K – 573
2025
Q2 		$230K Buy
+1,215
New +$215K ﹤0.01% 492
2024
Q4 		– Sell
-1,000
Closed -$254K – 460
2024
Q3 		$254K Buy
1,000
+62
+7% +$14.6K ﹤0.01% 394
2024
Q2 		$226K Sell
938
-36
-4% -$10K ﹤0.01% 397
2024
Q1 		$319K Buy
974
+65
+7% +$19.1K 0.01% 338
2023
Q4 		$249K Buy
909
+29
+3% +$6.88K 0.01% 352
2023
Q3 		$269K Buy
+880
New +$304K 0.01% 308
2022
Q1 		– Sell
-334
Closed -$219K – 289
2021
Q4 		$219K Hold
334
– – 0.01% 275
2021
Q3 		$222K Hold
334
– – 0.01% 253
2021
Q2 		$204K Buy
+334
New +$198K 0.01% 262
2021
Q1 		– Sell
-377
Closed -$201K – 263
2020
Q4 		$201K Buy
+377
New +$170K 0.01% 256
2017
Q2 		– Sell
-250
Closed -$34K – 168
2017
Q1 		$34K Buy
+250
New +$25.3K ﹤0.01% 307

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

Crestwood Advisors Group's ALGN Position: Q2 2026 in Review

Crestwood Advisors Group increased its Align Technology (ALGN) stake by 8.2% in Q2 2026, buying an estimated $23.1K and bringing the position to 1,762 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Crestwood Advisors Group first reported a position in ALGN in Q1 2017 and has held it in 14 quarters since. The position peaked at $319K in Q1 2024. 674 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Crestwood Advisors Group held 1,762 shares of Align Technology worth $297K as of Q2 2026.
  • Crestwood Advisors Group bought 133 Align Technology shares in Q2 2026, an estimated $23.1K.
  • Align Technology made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #685 holding.
  • Crestwood Advisors Group first reported a position in Align Technology in Q1 2017 and has held it in 14 quarters since.
  • Crestwood Advisors Group's Align Technology position peaked at $319K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.