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Elevation Wealth Partners’s Align Technology ALGN Stock Holding History

Elevation Wealth Partners’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 		$21.1K Buy
145
+111
+326% +$18.3K 0.01% 664
2026
Q2 		$5.74K Buy
34
+13
+62% +$2.26K ﹤0.01% 980
2026
Q1 		$3.6K Buy
21
+7
+50% +$1.23K ﹤0.01% 795
2025
Q4 		$2.19K Buy
+14
New +$2.01K ﹤0.01% 776

Other funds holding ALGN

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Elevation Wealth Partners's ALGN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Align Technology (ALGN) stake by 326% in Q3 2026, buying an estimated $18.3K and bringing the position to 145 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #664.

Elevation Wealth Partners first reported a position in ALGN in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Elevation Wealth Partners held 145 shares of Align Technology worth $21.1K as of Q3 2026.
  • Elevation Wealth Partners bought 111 Align Technology shares in Q3 2026, an estimated $18.3K.
  • Align Technology made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #664 holding.
  • Elevation Wealth Partners first reported a position in Align Technology in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.