BEACON INVESTMENT ADVISORY SERVICES, INC. ALGN — ALIGN TECHNOLOGY INC

Ownership history in BEACON INVESTMENT ADVISORY SERVICES, INC.  ·  5 quarters on record

AI Ownership Summary

BEACON INVESTMENT ADVISORY SERVICES, INC. reported ALIGN TECHNOLOGY INC (ALGN) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows ALGN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BEACON INVESTMENT ADVISORY SERVICES, INC.'s position in ALIGN TECHNOLOGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ALGN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALGN stock page BEACON INVESTMENT ADVISORY SERVICES, INC. fund profile BEACON INVESTMENT ADVISORY SERVICES, INC. full holdings
How BEACON INVESTMENT ADVISORY SERVICES, INC. held ALGN — position size vs. price
% of Fund (quarterly)    ALGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,081 +394 +14.7% 0.02% $520K 2026-07-08 $174.68
2026 Q1 ADDED — — — 2,687 +940 +53.8% 0.02% $461K 2026-04-14 $184.69
2025 Q4 REDUCED — — — 1,747 -47 -2.6% 0.01% $273K 2026-01-14 $169.23
2025 Q3 REDUCED 7.9% +26.1% ❌ 1,794 -154 -7.9% 0.01% $225K 2025-10-16 $129.84
2025 Q2 INITIATED — — — 1,948 — — 0.02% $369K 2025-07-15 $192.81

🏢 Other funds also holding ALGN

As of 2026 Q2 — sorted by position size

Grant Private Wealth Management Inc 0.56% M.E. ALLISON & CO., INC. 0.41% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.2% Assenagon Asset Management S.A. 3Y 7Y 0.13% Piscataqua Savings Bank 3Y 0.12% Trust Asset Management LLC 3Y 7Y 0.04% First Nebraska Trust Co 0.04% First Bank & Trust 3Y 7Y 0.04% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.02% Czech National Bank 3Y 0.02%

FAQ About BEACON INVESTMENT ADVISORY SERVICES, INC. and ALGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has BEACON INVESTMENT ADVISORY SERVICES, INC. reported owning ALGN?

BEACON INVESTMENT ADVISORY SERVICES, INC. reported ALGN across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ALGN position in BEACON INVESTMENT ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for ALGN was 0.02% in 2026 Q2.

What is the latest reported ALGN position on this page?

The most recent filing on this page is 2026 Q2, when BEACON INVESTMENT ADVISORY SERVICES, INC. reported 3,081 shares, equal to 0.02% of portfolio, with an estimated market value of $520K.

What does the chart on this ALGN ownership page compare?

The chart compares BEACON INVESTMENT ADVISORY SERVICES, INC.'s quarterly ALGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BEACON INVESTMENT ADVISORY SERVICES, INC. time their ALGN position?

Based on 13F filing dates vs. subsequent ALGN price moves, BEACON INVESTMENT ADVISORY SERVICES, INC. correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on ALGN relative to SPY over the holding period was +1352.7%.

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