Steward Partners Investment Advisory’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
Q2 | – | Sell |
-242
| Closed | -$41.5K | – | 4662 |
|
|
2026
Q1 | $41.5K | Buy |
242
+90
| +59% | +$15.8K | ﹤0.01% | 2881 |
|
|
2025
Q4 | $23.7K | Sell |
152
-229
| -60% | -$32.8K | ﹤0.01% | 3069 |
|
|
2025
Q3 | $47.7K | Sell |
381
-624
| -62% | -$97.7K | ﹤0.01% | 2629 |
|
|
2025
Q2 | $190K | Sell |
1,005
-101
| -9% | -$17.8K | ﹤0.01% | 1785 |
|
|
2025
Q1 | $176K | Sell |
1,106
-279
| -20% | -$54.8K | ﹤0.01% | 1719 |
|
|
2024
Q4 | $289K | Buy |
1,385
+13
| +0.9% | +$2.9K | ﹤0.01% | 1432 |
|
|
2024
Q3 | $349K | Sell |
1,372
-291
| -17% | -$68.7K | ﹤0.01% | 1270 |
|
|
2024
Q2 | $401K | Sell |
1,663
-962
| -37% | -$268K | ﹤0.01% | 1154 |
|
|
2024
Q1 | $861K | Sell |
2,625
-78
| -3% | -$22.9K | 0.01% | 848 |
|
|
2023
Q4 | $741K | Sell |
2,703
-441
| -14% | -$105K | 0.01% | 831 |
|
|
2023
Q3 | $960K | Sell |
3,144
-4
| -0.1% | -$1.38K | 0.01% | 689 |
|
|
2023
Q2 | $1.11M | Sell |
3,148
-80
| -2% | -$25.5K | 0.02% | 658 |
|
|
2023
Q1 | $1.08M | Sell |
3,228
-39
| -1% | -$11.5K | 0.02% | 672 |
|
|
2022
Q4 | $689K | Sell |
3,267
-399
| -11% | -$79.9K | 0.01% | 790 |
|
|
2022
Q3 | $759K | Sell |
3,666
-189
| -5% | -$48.7K | 0.01% | 722 |
|
|
2022
Q2 | $912K | Sell |
3,855
-746
| -16% | -$229K | 0.02% | 660 |
|
|
2022
Q1 | $2.01M | Buy |
4,601
+484
| +12% | +$236K | 0.03% | 473 |
|
|
2021
Q4 | $2.71M | Buy |
4,117
+108
| +3% | +$69.4K | 0.04% | 405 |
|
|
2021
Q3 | $2.67M | Buy |
4,009
+478
| +14% | +$325K | 0.05% | 384 |
|
|
2021
Q2 | $2.16M | Sell |
3,531
-93
| -3% | -$55K | 0.04% | 432 |
|
|
2021
Q1 | $1.96M | Sell |
3,624
-164
| -4% | -$90.7K | 0.03% | 438 |
|
|
2020
Q4 | $2.02M | Buy |
3,788
+4
| +0.1% | +$1.8K | 0.04% | 364 |
|
|
2020
Q3 | $1.24M | Buy |
3,784
+135
| +4% | +$41.2K | 0.03% | 420 |
|
|
2020
Q2 | $1M | Sell |
3,649
-1,236
| -25% | -$278K | 0.03% | 449 |
|
|
2020
Q1 | $849K | Buy |
4,885
+277
| +6% | +$66.3K | 0.03% | 423 |
|
|
2019
Q4 | $1.28M | Buy |
4,608
+1,356
| +42% | +$338K | 0.04% | 387 |
|
|
2019
Q3 | $588K | Buy |
3,252
+2,058
| +172% | +$428K | 0.02% | 540 |
|
|
2019
Q2 | $326K | Buy |
1,194
+39
| +3% | +$11.8K | 0.01% | 669 |
|
|
2019
Q1 | $328K | Sell |
1,155
-18,974
| -94% | -$4.53M | 0.01% | 616 |
|
|
2018
Q4 | $4.21M | Buy |
20,129
+17,706
| +731% | +$4.47M | 0.21% | 120 |
|
|
2018
Q3 | $948K | Buy |
2,423
+1,997
| +469% | +$737K | 0.05% | 356 |
|
|
2018
Q2 | $146K | Sell |
426
-10
| -2% | -$2.98K | 0.01% | 738 |
|
|
2018
Q1 | $109K | Buy |
436
+229
| +111% | +$58.8K | 0.01% | 755 |
|
|
2017
Q4 | $45K | Buy |
207
+142
| +218% | +$32.3K | ﹤0.01% | 862 |
|
|
2017
Q3 | $12K | Sell |
65
-43
| -40% | -$7.36K | ﹤0.01% | 1066 |
|
|
2017
Q2 | $16K | Buy |
108
+15
| +16% | +$2.03K | ﹤0.01% | 924 |
|
|
2017
Q1 | $10K | Buy |
+93
| New | +$9.39K | ﹤0.01% | 930 |
|
Other funds holding ALGN
Steward Partners Investment Advisory's ALGN Position: Q2 2026 in Review
Steward Partners Investment Advisory sold out of Align Technology (ALGN) in Q2 2026, closing a stake of 242 shares — an estimated $41.5K sold.
Steward Partners Investment Advisory first reported a position in ALGN in Q1 2017 and held it in 37 quarters. The position peaked at $4.21M in Q4 2018. 671 funds tracked by Wall St. Rank hold ALGN as of Q2 2026.
- Steward Partners Investment Advisory reported no remaining Align Technology position as of Q2 2026 after selling out during the quarter.
- Steward Partners Investment Advisory sold 242 Align Technology shares in Q2 2026, an estimated $41.5K.
- Steward Partners Investment Advisory first reported a position in Align Technology in Q1 2017 and held it in 37 quarters.
- Steward Partners Investment Advisory's Align Technology position peaked at $4.21M in Q4 2018.
- 671 funds tracked by Wall St. Rank held Align Technology as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.