Atticus Wealth Management’s Align Technology ALGN Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-17	Closed	-$3.22K	–	213
2025 Q2	$3.22K	Hold	17	–	–	﹤0.01%	543
2025 Q1	$2.7K	Hold	17	–	–	﹤0.01%	442
2024 Q4	$3.54K	Hold	17	–	–	﹤0.01%	447
2024 Q3	$4.32K	Hold	17	–	–	﹤0.01%	437
2024 Q2	$4.11K	Hold	17	–	–	﹤0.01%	433
2024 Q1	$5.58K	Hold	17	–	–	﹤0.01%	440
2023 Q4	$4.66K	Hold	17	–	–	﹤0.01%	452
2023 Q3	$5.19K	Sell	17 -1	-6%	-$346	﹤0.01%	452
2023 Q2	$6.37K	Sell	18 -7	-28%	-$2.23K	﹤0.01%	432
2023 Q1	$8.35K	Hold	25	–	–	﹤0.01%	395
2022 Q4	$5.27K	Hold	25	–	–	﹤0.01%	424
2022 Q3	$6K	Hold	25	–	–	﹤0.01%	413
2022 Q2	$6K	Buy	25 +1	+4%	+$307	﹤0.01%	444
2022 Q1	$10K	Buy	24 +17	+243%	+$8.27K	﹤0.01%	402
2021 Q4	$5K	Sell	7 -154	-96%	-$99K	﹤0.01%	386
2021 Q3	$107K	Buy	+161	New	+$109K	0.05%	156

Other funds holding ALGN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Atticus Wealth Management's ALGN Position: Q3 2025 in Review

Atticus Wealth Management sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 17 shares — an estimated $3.22K sold.

Atticus Wealth Management first reported a position in ALGN in Q3 2021 and held it in 16 quarters. The position peaked at $107K in Q3 2021. 668 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

Atticus Wealth Management reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 17 Align Technology shares in Q3 2025, an estimated $3.22K.
Atticus Wealth Management first reported a position in Align Technology in Q3 2021 and held it in 16 quarters.
Atticus Wealth Management's Align Technology position peaked at $107K in Q3 2021.
668 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.