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Farther Finance Advisors’s Align Technology ALGN Stock Holding History

Farther Finance Advisors’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 		$101K Sell
697
-72
-9% -$11.9K ﹤0.01% 2848
2026
Q2 		$130K Sell
769
-107
-12% -$18.6K ﹤0.01% 2523
2026
Q1 		$151K Buy
876
+115
+15% +$20.1K ﹤0.01% 2220
2025
Q4 		$119K Buy
761
+570
+298% +$81.7K ﹤0.01% 2231
2025
Q3 		$23.9K Sell
191
-119
-38% -$18.6K ﹤0.01% 2914
2025
Q2 		$58.7K Buy
310
+92
+42% +$16.3K ﹤0.01% 2053
2025
Q1 		$34.5K Sell
218
-246
-53% -$48.3K ﹤0.01% 2095
2024
Q4 		$96.8K Sell
464
-132
-22% -$29.5K ﹤0.01% 1324
2024
Q3 		$152K Buy
596
+36
+6% +$8.49K 0.01% 1116
2024
Q2 		$134K Buy
560
+63
+13% +$17.5K 0.01% 1005
2024
Q1 		$159K Buy
497
+76
+18% +$22.3K 0.01% 767
2023
Q4 		$115K Buy
421
+168
+66% +$39.8K 0.01% 747
2023
Q3 		$77.3K Buy
253
+27
+12% +$9.33K 0.01% 646
2023
Q2 		$79.9K Buy
226
+115
+104% +$36.6K 0.02% 530
2023
Q1 		$37.1K Sell
111
-21
-16% -$6.2K 0.01% 695
2022
Q4 		$27.8K Buy
+132
New +$26.4K 0.01% 629

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Farther Finance Advisors's ALGN Position: Q3 2026 in Review

Farther Finance Advisors reduced its Align Technology (ALGN) stake by 9.4% in Q3 2026, selling an estimated $11.9K and leaving 697 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Farther Finance Advisors first reported a position in ALGN in Q4 2022 and has held it in 16 quarters since. The position peaked at $159K in Q1 2024. 17 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Farther Finance Advisors held 697 shares of Align Technology worth $101K as of Q3 2026.
  • Farther Finance Advisors sold 72 Align Technology shares in Q3 2026, an estimated $11.9K.
  • Align Technology made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2848 holding.
  • Farther Finance Advisors first reported a position in Align Technology in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Align Technology position peaked at $159K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.