GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ ALGN — ALIGN TECHNOLOGY INC COM COM

Ownership history in GROESBECK INVESTMENT MANAGEMENT CORP /NJ/  ·  9 quarters on record

AI Ownership Summary

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reported ALIGN TECHNOLOGY INC COM COM (ALGN) in 9 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows ALGN at 0.03% 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 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/'s position in ALIGN TECHNOLOGY INC COM COM, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 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.

How GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 80.0% -14.0% ✅ 100 -400 -80.0% 0.03% $17 2026-07-15 $181.26
2026 Q1 UNCHANGED — — — 500 — 0% 0.17% $86 2026-04-22 $196.05
2025 Q4 REDUCED 16.7% +9.8% ❌ 500 -100 -16.7% 0.15% $78K 2026-01-21 $169.95
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ and ALGN

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

How long has GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reported owning ALGN?

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reported ALGN across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported ALGN position in GROESBECK INVESTMENT MANAGEMENT CORP /NJ/'s portfolio?

The largest reported portfolio weight for ALGN was 0.17% in 2026 Q1.

What is the latest reported ALGN position on this page?

The most recent filing on this page is 2026 Q2, when GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ reported 100 shares, equal to 0.03% of portfolio, with an estimated market value of $17.

What does the chart on this ALGN ownership page compare?

The chart compares GROESBECK INVESTMENT MANAGEMENT CORP /NJ/'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.

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