2Xideas’s Align Technology ALGN Stock Holding History

2Xideas’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
2025 Q4	–	Sell	-15,948	Closed	-$2M	–	51
2025 Q3	$2M	Sell	15,948 -16,481	-51%	-$2.58M	0.42%	53
2025 Q2	$6.14M	Sell	32,429 -7,244	-18%	-$1.28M	1.06%	34
2025 Q1	$6.3M	Buy	39,673 +29,297	+282%	+$5.75M	0.96%	43
2024 Q4	$2.16M	Sell	10,376 -21,407	-67%	-$4.78M	0.29%	58
2024 Q3	$8.08M	Sell	31,783 -3,395	-10%	-$801K	1.09%	42
2024 Q2	$8.49M	Sell	35,178 -1,511	-4%	-$421K	1.06%	50
2024 Q1	$12M	Buy	36,689 +1,279	+4%	+$375K	1.47%	23
2023 Q4	$9.7M	Buy	35,410 +468	+1%	+$111K	1.04%	50
2023 Q3	$10.7M	Buy	34,942 +1	+0%	+$346	1.18%	47
2023 Q2	$12.4M	Sell	34,941 -15,634	-31%	-$4.98M	1.18%	32
2023 Q1	$16.9M	Buy	50,575 +11,550	+30%	+$3.41M	1.63%	15
2022 Q4	$8.23M	Sell	39,025 -3,079	-7%	-$616K	0.87%	57
2022 Q3	$8.72M	Buy	42,104 +11,356	+37%	+$2.92M	0.92%	45
2022 Q2	$7.28M	Buy	30,748 +6,430	+26%	+$1.98M	0.66%	66
2022 Q1	$10.6M	Buy	24,318 +2,451	+11%	+$1.19M	0.75%	60
2021 Q4	$14.4M	Buy	21,867 +3,707	+20%	+$2.38M	0.87%	54
2021 Q3	$12.1M	Buy	18,160 +1,191	+7%	+$809K	0.92%	25
2021 Q2	$10.4M	Buy	16,969 +1,014	+6%	+$600K	0.93%	28
2021 Q1	$8.64M	Buy	15,955 +2,258	+16%	+$1.25M	0.96%	38
2020 Q4	$7.32M	Buy	+13,697	New	+$6.16M	0.91%	16

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return