Key Financial Inc’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
Q2
$843 Hold
5
﹤0.01% 1226
2026
Q1
$857 Hold
5
﹤0.01% 1263
2025
Q4
$781 Hold
5
﹤0.01% 1280
2025
Q3
$638 Hold
5
﹤0.01% 1317
2025
Q2
$947 Hold
5
﹤0.01% 1273
2025
Q1
$794 Hold
5
﹤0.01% 1248
2024
Q4
$1.04K Hold
5
﹤0.01% 1224
2024
Q3
$1.27K Hold
5
﹤0.01% 1162
2024
Q2
$1.21K Hold
5
﹤0.01% 1163
2024
Q1
$1.64K Hold
5
﹤0.01% 1123
2023
Q4
$1.37K Hold
5
﹤0.01% 1145
2023
Q3
$1.53K Hold
5
﹤0.01% 1144
2023
Q2
$1.77K Hold
5
﹤0.01% 1178
2023
Q1
$1.67K Hold
5
﹤0.01% 982
2022
Q4
$1.04K Hold
5
﹤0.01% 1031
2022
Q3
$1K Hold
5
﹤0.01% 997
2022
Q2
$1K Hold
5
﹤0.01% 981
2022
Q1
$2K Hold
5
﹤0.01% 904
2021
Q4
$3K Hold
5
﹤0.01% 767
2021
Q3
$3K Buy
+5
New +$3.4K ﹤0.01% 750

Other funds holding ALGN

Key Financial Inc's ALGN Position: Q2 2026 in Review

Key Financial Inc held its Align Technology (ALGN) position steady in Q2 2026 at 5 shares worth $843. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Key Financial Inc first reported a position in ALGN in Q3 2021 and has held it in 20 quarters since. The position peaked at $3K in Q4 2021. 670 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Key Financial Inc held 5 shares of Align Technology worth $843 as of Q2 2026.
  • Key Financial Inc left its Align Technology share count unchanged in Q2 2026.
  • Align Technology made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1226 holding.
  • Key Financial Inc first reported a position in Align Technology in Q3 2021 and has held it in 20 quarters since.
  • Key Financial Inc's Align Technology position peaked at $3K in Q4 2021.
  • 670 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.