Essential Partners’s Align Technology ALGN Stock Holding History

Essential 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	$210K	Sell	1,444 -347	-19%	-$57.4K	0.1%	231
2026 Q2	$302K	Sell	1,791 -2,197	-55%	-$381K	0.14%	159
2026 Q1	$684K	Buy	3,988 +6	+0.2%	+$1.05K	0.23%	110
2025 Q4	$622K	Buy	3,982 +3,268	+458%	+$468K	0.19%	151
2025 Q3	$89.4K	Sell	714 -703	-50%	-$110K	0.03%	458
2025 Q2	$268K	Buy	+1,417	New	+$250K	0.11%	243

Other funds holding ALGN

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

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Essential Partners's ALGN Position: Q3 2026 in Review

Essential Partners reduced its Align Technology (ALGN) stake by 19% in Q3 2026, selling an estimated $57.4K and leaving 1,444 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #231.

Essential Partners first reported a position in ALGN in Q2 2025 and has held it in 6 quarters since. The position peaked at $684K in Q1 2026. 94 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

Essential Partners held 1,444 shares of Align Technology worth $210K as of Q3 2026.
Essential Partners sold 347 Align Technology shares in Q3 2026, an estimated $57.4K.
Align Technology made up 0.1% of Essential Partners's portfolio in Q3 2026, its #231 holding.
Essential Partners first reported a position in Align Technology in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Align Technology position peaked at $684K in Q1 2026.
94 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.