NewEdge Advisors’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
Q1 | $458K | Buy |
2,669
+152
| +6% | +$26.6K | ﹤0.01% | 2063 |
|
|
2025
Q4 | $393K | Buy |
2,517
+531
| +27% | +$76.1K | ﹤0.01% | 2137 |
|
|
2025
Q3 | $249K | Buy |
1,986
+393
| +25% | +$61.6K | ﹤0.01% | 2294 |
|
|
2025
Q2 | $302K | Buy |
1,593
+1,336
| +520% | +$236K | ﹤0.01% | 2018 |
|
|
2025
Q1 | $40.8K | Sell |
257
-62
| -19% | -$12.2K | ﹤0.01% | 2619 |
|
|
2024
Q4 | $66.5K | Sell |
319
-234
| -42% | -$52.3K | ﹤0.01% | 2416 |
|
|
2024
Q3 | $141K | Sell |
553
-776
| -58% | -$183K | ﹤0.01% | 2090 |
|
|
2024
Q2 | $321K | Buy |
1,329
+46
| +4% | +$12.8K | ﹤0.01% | 1680 |
|
|
2024
Q1 | $421K | Sell |
1,283
-190
| -13% | -$55.7K | ﹤0.01% | 1444 |
|
|
2023
Q4 | $404K | Sell |
1,473
-388
| -21% | -$92K | ﹤0.01% | 1401 |
|
|
2023
Q3 | $568K | Buy |
1,861
+1,367
| +277% | +$472K | 0.01% | 1113 |
|
|
2023
Q2 | $175K | Buy |
494
+6
| +1% | +$1.91K | ﹤0.01% | 1684 |
|
|
2023
Q1 | $163K | Sell |
488
-409
| -46% | -$121K | ﹤0.01% | 1606 |
|
|
2022
Q4 | $56.7K | Sell |
897
-1,602
| -64% | -$321K | ﹤0.01% | 1666 |
|
|
2022
Q3 | $518K | Buy |
2,499
+296
| +13% | +$76.2K | 0.01% | 945 |
|
|
2022
Q2 | $521K | Buy |
+2,203
| New | +$677K | 0.01% | 962 |
|
|
2022
Q1 | – | Sell |
-1,322
| Closed | -$869K | – | 1164 |
|
|
2021
Q4 | $869K | Buy |
1,322
+862
| +187% | +$554K | 0.01% | 802 |
|
|
2021
Q3 | $306K | Buy |
+460
| New | +$312K | 0.01% | 892 |
|
|
2020
Q4 | – | Sell |
-2,036
| Closed | -$666K | – | 974 |
|
|
2020
Q3 | $666K | Buy |
2,036
+56
| +3% | +$17.1K | 0.02% | 484 |
|
|
2020
Q2 | $544K | Sell |
1,980
-953
| -32% | -$215K | 0.02% | 513 |
|
|
2020
Q1 | $510K | Buy |
2,933
+848
| +41% | +$203K | 0.02% | 447 |
|
|
2019
Q4 | $582K | Buy |
+2,085
| New | +$520K | 0.02% | 482 |
|
|
2018
Q4 | – | Sell |
-1,727
| Closed | -$676K | – | 627 |
|
|
2018
Q3 | $676K | Sell |
1,727
-318
| -16% | -$117K | 0.05% | 293 |
|
|
2018
Q2 | $696 | Buy |
2,045
+181
| +10% | +$54K | 0.06% | 257 |
|
|
2018
Q1 | $452K | Buy |
1,864
+786
| +73% | +$202K | 0.05% | 289 |
|
|
2017
Q4 | $268K | Buy |
+1,078
| New | +$245K | 0.04% | 339 |
|
|
2017
Q3 | – | Sell |
-266
| Closed | -$40.3K | – | 394 |
|
|
2017
Q2 | $40.3K | Buy |
+266
| New | +$36.1K | 0.01% | 577 |
|
Other funds holding ALGN
VCM
VPM
NewEdge Advisors's ALGN Position: Q1 2026 in Review
NewEdge Advisors increased its Align Technology (ALGN) stake by 6% in Q1 2026, buying an estimated $26.6K and bringing the position to 2,669 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.
NewEdge Advisors first reported a position in ALGN in Q2 2017 and has held it in 27 quarters since. The position peaked at $869K in Q4 2021. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.
- NewEdge Advisors held 2,669 shares of Align Technology worth $458K as of Q1 2026.
- NewEdge Advisors bought 152 Align Technology shares in Q1 2026, an estimated $26.6K.
- Align Technology made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2063 holding.
- NewEdge Advisors first reported a position in Align Technology in Q2 2017 and has held it in 27 quarters since.
- NewEdge Advisors's Align Technology position peaked at $869K in Q4 2021.
- 688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.