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Physician Wealth Advisors’s Align Technology ALGN Stock Holding History

Physician Wealth Advisors’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 		$3.88K Sell
23
-5
-18% -$868 ﹤0.01% 1208
2026
Q1 		$4.8K Buy
28
+11
+65% +$1.93K ﹤0.01% 1022
2025
Q4 		$2.65K Buy
17
+11
+183% +$1.58K ﹤0.01% 1175
2025
Q3 		$752 Buy
+6
New +$940 ﹤0.01% 1707
2025
Q2 		– Sell
-10
Closed -$1.59K – 1810
2025
Q1 		$1.59K Buy
+10
New +$1.96K ﹤0.01% 919

Other funds holding ALGN

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Physician Wealth Advisors's ALGN Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Align Technology (ALGN) stake by 18% in Q2 2026, selling an estimated $868 and leaving 23 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Physician Wealth Advisors first reported a position in ALGN in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.8K in Q1 2026. 133 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.

  • Physician Wealth Advisors held 23 shares of Align Technology worth $3.88K as of Q2 2026.
  • Physician Wealth Advisors sold 5 Align Technology shares in Q2 2026, an estimated $868.
  • Align Technology made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1208 holding.
  • Physician Wealth Advisors first reported a position in Align Technology in Q1 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Align Technology position peaked at $4.8K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.