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Wedmont Private Capital’s Align Technology ALGN Stock Holding History

Wedmont Private Capital’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
-1,349
Closed -$242K – 1008
2026
Q2 		$242K Sell
1,349
-18
-1% -$3.12K 0.01% 843
2026
Q1 		$242K Buy
+1,367
New +$239K 0.01% 740
2025
Q3 		– Sell
-1,665
Closed -$334K – 788
2025
Q2 		$334K Buy
1,665
+199
+14% +$35.2K 0.01% 537
2025
Q1 		$241K Buy
1,466
+139
+10% +$27.3K 0.01% 582
2024
Q4 		$281K Sell
1,327
-82
-6% -$18.3K 0.01% 554
2024
Q3 		$331K Buy
1,409
+158
+13% +$37.3K 0.02% 488
2024
Q2 		$304K Buy
1,251
+1
+0.1% +$278 0.02% 491
2024
Q1 		$413K Buy
1,250
+57
+5% +$16.7K 0.03% 369
2023
Q4 		$327K Buy
1,193
+55
+5% +$13K 0.03% 403
2023
Q3 		$323K Buy
1,138
+90
+9% +$31.1K 0.03% 356
2023
Q2 		$385K Sell
1,048
-28
-3% -$8.92K 0.04% 319
2023
Q1 		$356K Buy
1,076
+1
+0.1% +$295 0.05% 295
2022
Q4 		$237K Buy
+1,075
New +$215K 0.04% 394

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

Wedmont Private Capital's ALGN Position: Q3 2026 in Review

Wedmont Private Capital sold out of Align Technology (ALGN) in Q3 2026, closing a stake of 1,349 shares — an estimated $242K sold.

Wedmont Private Capital first reported a position in ALGN in Q4 2022 and held it in 13 quarters. The position peaked at $413K in Q1 2024. 17 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • Wedmont Private Capital reported no remaining Align Technology position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 1,349 Align Technology shares in Q3 2026, an estimated $242K.
  • Wedmont Private Capital first reported a position in Align Technology in Q4 2022 and held it in 13 quarters.
  • Wedmont Private Capital's Align Technology position peaked at $413K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.