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Atomi Financial Group’s Align Technology ALGN Stock Holding History

Atomi Financial Group’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 		$346K Buy
2,016
+555
+38% +$97.2K 0.01% 877
2025
Q4 		$228K Buy
+1,461
New +$209K 0.01% 1076
2025
Q1 		– Sell
-1,484
Closed -$309K – 1042
2024
Q4 		$309K Sell
1,484
-476
-24% -$106K 0.02% 704
2024
Q3 		$498K Buy
1,960
+356
+22% +$84K 0.03% 451
2024
Q2 		$387K Sell
1,604
-5
-0.3% -$1.39K 0.03% 476
2024
Q1 		$528K Buy
1,609
+161
+11% +$47.2K 0.05% 338
2023
Q4 		$397K Buy
1,448
+440
+44% +$104K 0.05% 331
2023
Q3 		$308K Buy
1,008
+131
+15% +$45.3K 0.1% 235
2023
Q2 		$310K Sell
877
-42
-5% -$13.4K 0.14% 175
2023
Q1 		$307K Buy
+919
New +$271K 0.17% 148

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
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
VPM
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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return