Jackson Thornton Wealth Management’s Align Technology ALGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$281K Sell
1,625
-116
-7% -$20.3K 0.03% 200
2025
Q4
$292K Buy
+1,741
New +$249K 0.03% 201

Other funds holding ALGN

Jackson Thornton Wealth Management's ALGN Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Align Technology (ALGN) stake by 6.7% in Q1 2026, selling an estimated $20.3K and leaving 1,625 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #200.

Jackson Thornton Wealth Management first reported a position in ALGN in Q4 2025 and has held it in 2 quarters since. The position peaked at $292K in Q4 2025. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Jackson Thornton Wealth Management held 1,625 shares of Align Technology worth $281K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 116 Align Technology shares in Q1 2026, an estimated $20.3K.
  • Align Technology made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #200 holding.
  • Jackson Thornton Wealth Management first reported a position in Align Technology in Q4 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's Align Technology position peaked at $292K in Q4 2025.
  • 688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.