Jones Financial Companies
ALGN icon

Jones Financial Companies’s Align Technology ALGN Stock Holding History

Jones Financial Companies’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 		$988K Buy
5,536
+145
+3% +$25.2K ﹤0.01% 1902
2026
Q1 		$897K Buy
5,391
+3,264
+153% +$572K ﹤0.01% 1761
2025
Q4 		$332K Buy
2,127
+394
+23% +$56.5K ﹤0.01% 1685
2025
Q3 		$219K Buy
1,733
+1,027
+145% +$161K ﹤0.01% 1750
2025
Q2 		$133K Sell
706
-530
-43% -$93.6K ﹤0.01% 1816
2025
Q1 		$197K Buy
1,236
+588
+91% +$115K ﹤0.01% 1499
2024
Q4 		$135K Buy
648
+245
+61% +$54.7K ﹤0.01% 1510
2024
Q3 		$103K Buy
403
+179
+80% +$42.2K ﹤0.01% 1392
2024
Q2 		$54.1K Buy
224
+149
+199% +$41.5K ﹤0.01% 1228
2024
Q1 		$24.6K Buy
+75
New +$22K ﹤0.01% 866
2023
Q2 		– Sell
-20
Closed -$6.68K – 532
2023
Q1 		$6.68K Buy
+20
New +$5.9K ﹤0.01% 501
2021
Q2 		– Sell
-9
Closed -$5K – 632
2021
Q1 		$5K Buy
+9
New +$4.97K ﹤0.01% 611
2013
Q4 		– Sell
-381
Closed -$18K – 231
2013
Q3 		$18K Hold
381
– – ﹤0.01% 427
2013
Q2 		$14K Buy
+381
New +$13.1K ﹤0.01% 534

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

Jones Financial Companies's ALGN Position: Q2 2026 in Review

Jones Financial Companies increased its Align Technology (ALGN) stake by 2.7% in Q2 2026, buying an estimated $25.2K and bringing the position to 5,536 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Jones Financial Companies first reported a position in ALGN in Q2 2013 and has held it in 14 quarters since. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Jones Financial Companies held 5,536 shares of Align Technology worth $988K as of Q2 2026.
  • Jones Financial Companies bought 145 Align Technology shares in Q2 2026, an estimated $25.2K.
  • Align Technology made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1902 holding.
  • Jones Financial Companies first reported a position in Align Technology in Q2 2013 and has held it in 14 quarters since.
  • 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.