Annis Gardner Whiting Capital Advisors’s Align Technology ALGN Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026 Q1	$23.3K	Buy	136 +50	+58%	+$8.76K	﹤0.01%	698
2025 Q4	$13.4K	Buy	86 +66	+330%	+$9.46K	﹤0.01%	718
2025 Q3	$2.5K	Buy	20 +15	+300%	+$2.35K	﹤0.01%	857
2025 Q2	$947	Buy	+5	New	+$883	﹤0.01%	1086
2025 Q1	–	Sell	-18	Closed	-$3.75K	–	743
2024 Q4	$3.75K	Buy	+18	New	+$4.02K	﹤0.01%	639
2024 Q3	–	Sell	-72	Closed	-$17.4K	–	737
2024 Q2	$17.4K	Sell	72 -44	-38%	-$12.3K	﹤0.01%	593
2024 Q1	$38K	Buy	116 +58	+100%	+$17K	0.01%	433
2023 Q4	$15.9K	Hold	58	–	–	0.01%	431
2023 Q3	$17.7K	Buy	+58	New	+$20K	0.01%	407

Other funds holding ALGN

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors

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

Capital International Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return