Arkadios Wealth Advisors’s Align Technology ALGN Stock Holding History

Arkadios Wealth 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
2025 Q1	–	Sell	-1,397	Closed	-$291K	–	1136
2024 Q4	$291K	Buy	1,397 +164	+13%	+$36.6K	0.02%	725
2024 Q3	$314K	Buy	1,233 +293	+31%	+$69.1K	0.02%	691
2024 Q2	$227K	Sell	940 -287	-23%	-$79.9K	0.02%	732
2024 Q1	$402K	Sell	1,227 -136	-10%	-$39.9K	0.03%	446
2023 Q4	$373K	Buy	+1,363	New	+$323K	0.03%	455
2022 Q2	–	Sell	-637	Closed	-$278K	–	546
2022 Q1	$278K	Buy	+637	New	+$310K	0.04%	445
2021 Q4	–	Sell	-6	Closed	-$3K	–	613
2021 Q3	$3K	Sell	6 -10	-63%	-$6.79K	﹤0.01%	1687
2021 Q2	$9K	Buy	16 +12	+300%	+$7.1K	﹤0.01%	1556
2021 Q1	$2K	Buy	4 +1	+33%	+$553	﹤0.01%	1498
2020 Q4	$1K	Buy	+3	New	+$1.35K	﹤0.01%	1300

Other funds holding ALGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Arkadios Wealth Advisors's ALGN Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 1,397 shares — an estimated $291K sold.

Arkadios Wealth Advisors first reported a position in ALGN in Q4 2020 and held it in 10 quarters. The position peaked at $402K in Q1 2024. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

Arkadios Wealth Advisors reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,397 Align Technology shares in Q1 2025, an estimated $291K.
Arkadios Wealth Advisors first reported a position in Align Technology in Q4 2020 and held it in 10 quarters.
Arkadios Wealth Advisors's Align Technology position peaked at $402K in Q1 2024.
691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.