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
2020 Q4	–	Sell	-5,500	Closed	-$3K	–	119
2020 Q3	$3K	Buy	+5,500	New	+$1.68M	﹤0.01%	110
2020 Q2	–	Sell	-5,500	Closed	-$48K	–	110
2020 Q1	$48K	Hold	5,500	–	–	0.01%	115
2019 Q4	$3K	Hold	5,500	–	–	﹤0.01%	119
2019 Q3	$5K	Hold	5,500	–	–	﹤0.01%	118
2019 Q2	$21K	Buy	+5,500	New	+$1.66M	﹤0.01%	124

Other funds holding ALGN

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Wealth Partners's ALGN Position: Q1 2026 in Review

Private Wealth Partners held its Align Technology (ALGN) position steady in Q1 2026 at 1,560 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #147.

Private Wealth Partners first reported a position in ALGN in Q2 2017 and has held it in 27 quarters since. The position peaked at $3.79M in Q4 2020. 688 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

Private Wealth Partners held 1,560 shares of Align Technology worth $267K as of Q1 2026.
Private Wealth Partners left its Align Technology share count unchanged in Q1 2026.
Align Technology made up 0.02% of Private Wealth Partners's portfolio in Q1 2026, its #147 holding.
Private Wealth Partners first reported a position in Align Technology in Q2 2017 and has held it in 27 quarters since.
Private Wealth Partners's Align Technology position peaked at $3.79M in Q4 2020.
688 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.