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Retirement Wealth Solutions’s Align Technology ALGN Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-7
Closed -$1.18K – 908
2026
Q2 		$1.18K Hold
7
– – ﹤0.01% 618
2026
Q1 		$1.2K Hold
7
– – ﹤0.01% 609
2025
Q4 		$1.09K Buy
7
+1
+17% +$143 ﹤0.01% 562
2025
Q3 		$752 Buy
+6
New +$940 ﹤0.01% 625

Other funds holding ALGN

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Retirement Wealth Solutions's ALGN Position: Q3 2026 in Review

Retirement Wealth Solutions sold out of Align Technology (ALGN) in Q3 2026, closing a stake of 7 shares — an estimated $1.18K sold.

Retirement Wealth Solutions first reported a position in ALGN in Q3 2025 and held it in 4 quarters. The position peaked at $1.2K in Q1 2026. 17 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Retirement Wealth Solutions reported no remaining Align Technology position as of Q3 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 7 Align Technology shares in Q3 2026, an estimated $1.18K.
  • Retirement Wealth Solutions first reported a position in Align Technology in Q3 2025 and held it in 4 quarters.
  • Retirement Wealth Solutions's Align Technology position peaked at $1.2K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.