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GoalVest Advisory’s Align Technology ALGN Stock Holding History

GoalVest Advisory’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 		$12.4K Buy
+85
New +$14.1K ﹤0.01% 403
2025
Q2 		– Sell
-1
Closed -$159 – 367
2025
Q1 		$159 Buy
+1
New +$196 ﹤0.01% 476
2024
Q2 		– Sell
-2
Closed -$656 – 320
2024
Q1 		$656 Buy
+2
New +$587 ﹤0.01% 394
2022
Q2 		– Sell
-1
Closed – – 309
2022
Q1 		$0 Buy
+1
New +$487 ﹤0.01% 377

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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory's ALGN Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Align Technology (ALGN) in Q3 2026: 85 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ALGN as recently as Q1 2025.

GoalVest Advisory first reported a position in ALGN in Q1 2022 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • GoalVest Advisory held 85 shares of Align Technology worth $12.4K as of Q3 2026.
  • Align Technology was a new GoalVest Advisory position in Q3 2026.
  • Align Technology made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #403 holding.
  • GoalVest Advisory first reported a position in Align Technology in Q1 2022 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.