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Gibbs Wealth Management’s Align Technology ALGN Stock Holding History

Gibbs 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
Q1 		$536K Buy
3,126
+612
+24% +$107K 0.07% 274
2025
Q4 		$434K Sell
2,514
-386
-13% -$55.3K 0.11% 219
2025
Q3 		$363K Sell
2,900
-607
-17% -$95.1K 0.08% 249
2025
Q2 		$664K Buy
3,507
+1,302
+59% +$230K 0.13% 186
2025
Q1 		$350K Buy
2,205
+521
+31% +$102K 0.08% 228
2024
Q4 		$351K Buy
1,684
+266
+19% +$59.4K 0.1% 214
2024
Q3 		$361K Buy
+1,418
New +$335K 0.12% 192
2024
Q2 		– Sell
-713
Closed -$234K – 234
2024
Q1 		$234K Buy
+713
New +$209K 0.13% 166

Other funds holding ALGN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gibbs Wealth Management's ALGN Position: Q1 2026 in Review

Gibbs Wealth Management increased its Align Technology (ALGN) stake by 24% in Q1 2026, buying an estimated $107K and bringing the position to 3,126 shares worth $536K. The position accounts for 0.07% of the portfolio, ranked #274.

Gibbs Wealth Management first reported a position in ALGN in Q1 2024 and has held it in 8 quarters since. The position peaked at $664K in Q2 2025. 693 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Gibbs Wealth Management held 3,126 shares of Align Technology worth $536K as of Q1 2026.
  • Gibbs Wealth Management bought 612 Align Technology shares in Q1 2026, an estimated $107K.
  • Align Technology made up 0.07% of Gibbs Wealth Management's portfolio in Q1 2026, its #274 holding.
  • Gibbs Wealth Management first reported a position in Align Technology in Q1 2024 and has held it in 8 quarters since.
  • Gibbs Wealth Management's Align Technology position peaked at $664K in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.