Private Wealth Partners’s Align Technology ALGN Stock Holding History

Private Wealth Partners’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	$227K	Hold	1,560	–	–	0.02%	161
2026 Q2	$263K	Hold	1,560	–	–	0.02%	153
2026 Q1	$267K	Hold	1,560	–	–	0.02%	147
2025 Q4	$244K	Buy	+1,560	New	+$224K	0.02%	151
2025 Q3	–	Sell	-1,560	Closed	-$295K	–	171
2025 Q2	$295K	Hold	1,560	–	–	0.02%	142
2025 Q1	$248K	Sell	1,560 -4,380	-74%	-$860K	0.02%	148
2024 Q4	$1.24M	Hold	5,940	–	–	0.09%	87
2024 Q3	$1.51M	Hold	5,940	–	–	0.12%	74
2024 Q2	$1.43M	Hold	5,940	–	–	0.11%	76
2024 Q1	$1.95M	Hold	5,940	–	–	0.16%	63
2023 Q4	$1.63M	Hold	5,940	–	–	0.14%	66
2023 Q3	$1.81M	Hold	5,940	–	–	0.17%	55
2023 Q2	$2.1M	Sell	5,940 -1,000	-14%	-$318K	0.19%	52
2023 Q1	$2.32M	Buy	+6,940	New	+$2.05M	0.23%	50
2021 Q1	–	Sell	-7,090	Closed	-$3.79M	–	76
2020 Q4	$3.79M	Hold	7,090	–	–	0.41%	43
2020 Q3	$2.32M	Hold	7,090	–	–	0.27%	52
2020 Q2	$1.95M	Hold	7,090	–	–	0.27%	56
2020 Q1	$1.23M	Hold	7,090	–	–	0.21%	62
2019 Q4	$1.98M	Hold	7,090	–	–	0.27%	55
2019 Q3	$1.28M	Buy	7,090 +5,530	+354%	+$1.15M	0.2%	64
2019 Q2	$427K	Hold	1,560	–	–	0.07%	92
2019 Q1	$444K	Hold	1,560	–	–	0.07%	90
2018 Q4	$327K	Hold	1,560	–	–	0.06%	80
2018 Q3	$610K	Hold	1,560	–	–	0.09%	80
2018 Q2	$534K	Hold	1,560	–	–	0.09%	87
2018 Q1	$392K	Hold	1,560	–	–	0.07%	95
2017 Q4	$347K	Hold	1,560	–	–	0.06%	106
2017 Q3	$291K	Hold	1,560	–	–	0.06%	107
2017 Q2	$234K	Buy	+1,560	New	+$212K	0.05%	105

Other funds holding ALGN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Wealth Partners's ALGN Position: Q3 2026 in Review

Private Wealth Partners held its Align Technology (ALGN) position steady in Q3 2026 at 1,560 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #161.

Private Wealth Partners first reported a position in ALGN in Q2 2017 and has held it in 29 quarters since. The position peaked at $3.79M in Q4 2020. 506 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

Private Wealth Partners held 1,560 shares of Align Technology worth $227K as of Q3 2026.
Private Wealth Partners left its Align Technology share count unchanged in Q3 2026.
Align Technology made up 0.02% of Private Wealth Partners's portfolio in Q3 2026, its #161 holding.
Private Wealth Partners first reported a position in Align Technology in Q2 2017 and has held it in 29 quarters since.
Private Wealth Partners's Align Technology position peaked at $3.79M in Q4 2020.
506 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.