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Valeo Financial Advisors’s Align Technology ALGN Stock Holding History

Valeo Financial 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
Q3 		– Sell
-1,623
Closed -$274K – 867
2026
Q2 		$274K Sell
1,623
-143
-8% -$24.8K 0.01% 651
2026
Q1 		$303K Buy
1,766
+122
+7% +$21.4K 0.01% 540
2025
Q4 		$257K Buy
+1,644
New +$236K 0.01% 676
2025
Q3 		– Sell
-1,727
Closed -$327K – 832
2025
Q2 		$327K Buy
+1,727
New +$305K 0.01% 555
2025
Q1 		– Sell
-1,696
Closed -$354K – 699
2024
Q4 		$354K Sell
1,696
-983
-37% -$220K 0.01% 492
2024
Q3 		$681K Buy
2,679
+1,431
+115% +$338K 0.02% 337
2024
Q2 		$301K Buy
+1,248
New +$347K 0.01% 516
2021
Q2 		– Sell
-28
Closed -$15K – 559
2021
Q1 		$15K Sell
28
-9
-24% -$4.97K ﹤0.01% 1245
2020
Q4 		$20K Buy
37
+9
+32% +$4.05K ﹤0.01% 1023
2020
Q3 		$9K Sell
28
-16
-36% -$4.88K ﹤0.01% 1096
2020
Q2 		$12K Sell
44
-80
-65% -$18K ﹤0.01% 1217
2020
Q1 		$23K Buy
124
+27
+28% +$6.46K ﹤0.01% 852
2019
Q4 		$27K Buy
97
+69
+246% +$17.2K ﹤0.01% 842
2019
Q3 		$5K Hold
28
– – ﹤0.01% 1183
2019
Q2 		$8K Hold
28
– – ﹤0.01% 1067
2019
Q1 		$8K Hold
28
– – ﹤0.01% 1013
2018
Q4 		$6K Sell
28
-37
-57% -$9.35K ﹤0.01% 998
2018
Q3 		$14K Hold
65
– – ﹤0.01% 861
2018
Q2 		$24K Sell
65
-25
-28% -$7.46K ﹤0.01% 707
2018
Q1 		$23K Sell
90
-33
-27% -$8.47K ﹤0.01% 669
2017
Q4 		$27K Sell
123
-2
-2% -$454 ﹤0.01% 597
2017
Q3 		$23K Buy
+125
New +$21.4K 0.01% 533

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

Valeo Financial Advisors's ALGN Position: Q3 2026 in Review

Valeo Financial Advisors sold out of Align Technology (ALGN) in Q3 2026, closing a stake of 1,623 shares — an estimated $274K sold.

Valeo Financial Advisors first reported a position in ALGN in Q3 2017 and held it in 22 quarters. The position peaked at $681K in Q3 2024. 17 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Valeo Financial Advisors reported no remaining Align Technology position as of Q3 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,623 Align Technology shares in Q3 2026, an estimated $274K.
  • Valeo Financial Advisors first reported a position in Align Technology in Q3 2017 and held it in 22 quarters.
  • Valeo Financial Advisors's Align Technology position peaked at $681K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.