COUNTRY TRUST BANK ALGN — ALIGN TECHNOLOGY INC COMMON

Ownership history in COUNTRY TRUST BANK  ·  21 quarters on record

AI Ownership Summary

COUNTRY TRUST BANK reported ALIGN TECHNOLOGY INC COMMON (ALGN) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.64% in 2024 Q3. The latest visible filing shows ALGN at 0.37% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COUNTRY TRUST BANK's position in ALIGN TECHNOLOGY INC COMMON, 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 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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 COUNTRY TRUST BANK fund profile COUNTRY TRUST BANK full holdings
How COUNTRY TRUST BANK 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 125,688 -2,564 -2.0% 0.37% $21.2M 2026-07-15 $181.26
2026 Q1 ADDED — — — 128,252 +23,886 +22.9% 0.42% $22.0M 2026-04-10 $173.14
2025 Q4 REDUCED — — — 104,366 -1,592 -1.5% 0.30% $16.3M 2026-01-21 $169.95
2025 Q3 ADDED — — — 105,958 +2,790 +2.7% 0.29% $13.3M 2025-10-28 $133.14
2025 Q2 ADDED — — — 103,168 +5,741 +5.9% 0.44% $19.5M 2025-08-12 $140.49
2025 Q1 REDUCED — — — 97,427 -2 -0.0% 0.51% $20.3M 2025-04-22 $173.87
2024 Q4 REDUCED 5.9% -23.8% ✅ 97,429 -6,109 -5.9% 0.51% $20.3M 2025-01-23 $234.89
2024 Q3 ADDED — — — 103,538 +7,611 +7.9% 0.64% $26.3M 2024-10-08 $234.06
2024 Q2 ADDED — — — 95,927 +22,726 +31.0% 0.58% $23.2M 2024-07-12 $242.65
2024 Q1 REDUCED 9.4% -27.2% ✅ 73,201 -7,629 -9.4% 0.62% $24.0M 2024-04-16 $305.10
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALGN

As of 2026 Q2 — sorted by position size

Hunter Perkins Capital Management, LLC 3Y 1.65% Ninety One North America, Inc. 3Y 7Y 1.31% Ninety One UK Ltd 3Y 7Y 0.83% Grant Private Wealth Management Inc 0.56% M.E. ALLISON & CO., INC. 0.41% DAVENPORT & Co LLC 3Y 7Y 0.32% OFI INVEST ASSET MANAGEMENT 3Y 0.24% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.2% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.2% Simplify Asset Management Inc. 3Y 0.16%

FAQ About COUNTRY TRUST BANK and ALGN

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

How long has COUNTRY TRUST BANK reported owning ALGN?

COUNTRY TRUST BANK reported ALGN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ALGN position in COUNTRY TRUST BANK's portfolio?

The largest reported portfolio weight for ALGN was 0.64% in 2024 Q3.

What is the latest reported ALGN position on this page?

The most recent filing on this page is 2026 Q2, when COUNTRY TRUST BANK reported 125,688 shares, equal to 0.37% of portfolio, with an estimated market value of $21.2M.

What does the chart on this ALGN ownership page compare?

The chart compares COUNTRY TRUST BANK'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 COUNTRY TRUST BANK time their ALGN position?

Based on 13F filing dates vs. subsequent ALGN price moves, COUNTRY TRUST BANK correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on ALGN relative to SPY over the holding period was -30.7%.

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