Mather Group’s Align Technology ALGN Stock Holding History

Mather Group’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	$63.7K	Sell	439 -227	-34%	-$37.5K	﹤0.01%	1082
2026 Q2	$112K	Sell	666 -13	-2%	-$2.26K	﹤0.01%	916
2026 Q1	$116K	Buy	+679	New	+$119K	﹤0.01%	859
2025 Q4	–	Sell	-500	Closed	-$62.6K	–	674
2025 Q3	$62.6K	Sell	500 -1,064	-68%	-$167K	﹤0.01%	853
2025 Q2	$296K	Buy	1,564 +1,127	+258%	+$199K	﹤0.01%	500
2025 Q1	$69.4K	Buy	437 +345	+375%	+$67.7K	﹤0.01%	845
2024 Q4	$19.2K	Sell	92 -93	-50%	-$20.8K	﹤0.01%	1087
2024 Q3	$47K	Buy	185 +63	+52%	+$14.9K	﹤0.01%	894
2024 Q2	$39.9K	Buy	122 +42	+53%	+$11.7K	﹤0.01%	1059
2024 Q1	$21.8K	Buy	+80	New	+$23.5K	﹤0.01%	1043
2023 Q3	–	Sell	-644	Closed	-$228K	–	532
2023 Q2	$228K	Buy	+644	New	+$205K	﹤0.01%	519
2022 Q2	–	Sell	-740	Closed	-$323K	–	377
2022 Q1	$323K	Sell	740 -47	-6%	-$22.9K	0.01%	333
2021 Q4	$517K	Buy	+787	New	+$506K	0.01%	217

Other funds holding ALGN

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Mather Group's ALGN Position: Q3 2026 in Review

Mather Group reduced its Align Technology (ALGN) stake by 34% in Q3 2026, selling an estimated $37.5K and leaving 439 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Mather Group first reported a position in ALGN in Q4 2021 and has held it in 13 quarters since. The position peaked at $517K in Q4 2021. 95 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

Mather Group held 439 shares of Align Technology worth $63.7K as of Q3 2026.
Mather Group sold 227 Align Technology shares in Q3 2026, an estimated $37.5K.
Align Technology made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1082 holding.
Mather Group first reported a position in Align Technology in Q4 2021 and has held it in 13 quarters since.
Mather Group's Align Technology position peaked at $517K in Q4 2021.
95 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.