MOODY NATIONAL BANK TRUST DIVISION ALGN ALIGN TECHNOLOGY INC COMMON STOCK

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  32 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported ALIGN TECHNOLOGY INC COMMON STOCK (ALGN) in 32 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q3. 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. 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 MOODY NATIONAL BANK TRUST DIVISION's position in ALIGN TECHNOLOGY INC COMMON STOCK, 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
0.06% 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.

How MOODY NATIONAL BANK TRUST DIVISION 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 1,635 -75 -4.4% 0.02% $276K 2026-07-07 $185.22
2026 Q1 ADDED 1,710 +100 +6.2% 0.03% $293K 2026-04-09 $174.53
2025 Q4 REDUCED 27.4% +9.8% 1,610 -607 -27.4% 0.02% $251K 2026-01-12 $172.00
2025 Q3 ADDED 2,217 +68 +3.2% 0.02% $278K 2025-10-06 $131.50
2025 Q2 REDUCED 2,149 -112 -5.0% 0.04% $407K 2025-07-10 $204.48
2025 Q1 ADDED 2,261 +42 +1.9% 0.04% $359K 2025-04-04 $153.51
2024 Q4 REDUCED 2,219 -116 -5.0% 0.05% $463K 2025-01-13 $213.68
2024 Q3 ADDED 2,335 +123 +5.6% 0.06% $594K 2024-10-03 $236.97
2024 Q2 ADDED 2,212 +105 +5.0% 0.04% $534K 2024-07-03 $243.37
2024 Q1 ADDED 2,107 +38 +1.8% 0.05% $691K 2024-04-04 $314.95
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MOODY NATIONAL BANK TRUST DIVISION and ALGN

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

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning ALGN?

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

What was the largest reported ALGN position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for ALGN was 0.06% in 2024 Q3.

What is the latest reported ALGN position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 1,635 shares, equal to 0.02% of portfolio, with an estimated market value of $276K.

What does the chart on this ALGN ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION'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 MOODY NATIONAL BANK TRUST DIVISION time their ALGN position?

Based on 13F filing dates vs. subsequent ALGN price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 13 out of 26 reported position changes (50%). The annualised alpha on ALGN relative to SPY over the holding period was -15.0%.

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