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JFS Wealth Advisors’s Align Technology ALGN Stock Holding History

JFS Wealth 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
Q2 		$3.54K Buy
21
+5
+31% +$868 ﹤0.01% 1417
2026
Q1 		$2.74K Buy
16
+11
+220% +$1.93K ﹤0.01% 1415
2025
Q4 		$781 Sell
5
-249
-98% -$35.7K ﹤0.01% 1744
2025
Q3 		$31.8K Buy
254
+242
+2,017% +$37.9K ﹤0.01% 593
2025
Q2 		$2.27K Buy
12
+9
+300% +$1.59K ﹤0.01% 1359
2025
Q1 		$477 Sell
3
-12
-80% -$2.36K ﹤0.01% 1769
2024
Q4 		$3.13K Buy
15
+7
+88% +$1.56K ﹤0.01% 1303
2024
Q3 		$2.04K Sell
8
-6
-43% -$1.42K ﹤0.01% 1483
2024
Q2 		$3.38K Buy
14
+1
+8% +$278 ﹤0.01% 1222
2024
Q1 		$4.26K Buy
13
+3
+30% +$880 ﹤0.01% 1156
2023
Q4 		$2.74K Hold
10
– – ﹤0.01% 1299
2023
Q3 		$3.05K Sell
10
-3
-23% -$1.04K ﹤0.01% 1206
2023
Q2 		$4.6K Hold
13
– – ﹤0.01% 1042
2023
Q1 		$4.34K Buy
13
+6
+86% +$1.77K ﹤0.01% 1053
2022
Q4 		$1.48K Hold
7
– – ﹤0.01% 1483
2022
Q3 		$1K Sell
7
-6
-46% -$1.54K ﹤0.01% 1465
2022
Q2 		$3K Buy
13
+5
+63% +$1.54K ﹤0.01% 1141
2022
Q1 		$3K Sell
8
-7
-47% -$3.41K ﹤0.01% 1199
2021
Q4 		$10K Sell
15
-76
-84% -$48.9K ﹤0.01% 681
2021
Q3 		$61K Buy
+91
New +$61.8K 0.01% 385
2020
Q4 		– Sell
-12
Closed -$4K – 570
2020
Q3 		$4K Buy
+12
New +$3.66K ﹤0.01% 456

Other funds holding ALGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

JFS Wealth Advisors's ALGN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Align Technology (ALGN) stake by 31% in Q2 2026, buying an estimated $868 and bringing the position to 21 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

JFS Wealth Advisors first reported a position in ALGN in Q3 2020 and has held it in 21 quarters since. The position peaked at $61K in Q3 2021. 669 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • JFS Wealth Advisors held 21 shares of Align Technology worth $3.54K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Align Technology shares in Q2 2026, an estimated $868.
  • Align Technology made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1417 holding.
  • JFS Wealth Advisors first reported a position in Align Technology in Q3 2020 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Align Technology position peaked at $61K in Q3 2021.
  • 669 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.