Modera Wealth Management
ALGN icon

Modera Wealth Management’s Align Technology ALGN Stock Holding History

Modera Wealth Management’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 		$1.97M Sell
13,546
-917
-6% -$152K 0.02% 276
2026
Q2 		$2.44M Sell
14,463
-150
-1% -$26K 0.03% 254
2026
Q1 		$2.51M Buy
14,613
+219
+2% +$38.4K 0.03% 236
2025
Q4 		$2.25M Buy
14,394
+1,285
+10% +$184K 0.03% 253
2025
Q3 		$1.64M Sell
13,109
-544
-4% -$85.2K 0.02% 279
2025
Q2 		$2.58M Sell
13,653
-1,694
-11% -$299K 0.03% 236
2025
Q1 		$2.44M Buy
15,347
+481
+3% +$94.4K 0.03% 226
2024
Q4 		$3.1M Buy
14,866
+384
+3% +$85.8K 0.04% 213
2024
Q3 		$3.68M Sell
14,482
-1,100
-7% -$260K 0.05% 190
2024
Q2 		$3.76M Sell
15,582
-1,359
-8% -$378K 0.06% 181
2024
Q1 		$5.56M Buy
16,941
+1,413
+9% +$415K 0.08% 148
2023
Q4 		$4.25M Buy
15,528
+1,218
+9% +$289K 0.07% 166
2023
Q3 		$4.37M Buy
14,310
+650
+5% +$225K 0.08% 160
2023
Q2 		$4.83M Buy
+13,660
New +$4.35M 0.09% 152

Other funds holding ALGN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Modera Wealth Management's ALGN Position: Q3 2026 in Review

Modera Wealth Management reduced its Align Technology (ALGN) stake by 6.3% in Q3 2026, selling an estimated $152K and leaving 13,546 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #276.

Modera Wealth Management first reported a position in ALGN in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.56M in Q1 2024. 192 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Modera Wealth Management held 13,546 shares of Align Technology worth $1.97M as of Q3 2026.
  • Modera Wealth Management sold 917 Align Technology shares in Q3 2026, an estimated $152K.
  • Align Technology made up 0.02% of Modera Wealth Management's portfolio in Q3 2026, its #276 holding.
  • Modera Wealth Management first reported a position in Align Technology in Q2 2023 and has held it in 14 quarters since.
  • Modera Wealth Management's Align Technology position peaked at $5.56M in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.