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Avalon Trust’s Align Technology ALGN Stock Holding History

Avalon Trust’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
-3
Closed -$376 – 440
2025
Q3 		$376 Buy
+3
New +$470 ﹤0.01% 589
2024
Q2 		– Sell
-250
Closed -$82K – 316
2024
Q1 		$82K Hold
250
– – 0.01% 186
2023
Q4 		$68.5K Hold
250
– – 0.01% 184
2023
Q3 		$76.3K Hold
250
– – 0.01% 166
2023
Q2 		$88.4K Hold
250
– – 0.01% 165
2023
Q1 		$83.5K Buy
+250
New +$73.8K 0.01% 164

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avalon Trust's ALGN Position: Q4 2025 in Review

Avalon Trust sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 3 shares — an estimated $376 sold.

Avalon Trust first reported a position in ALGN in Q1 2023 and held it in 6 quarters. The position peaked at $88.4K in Q2 2023. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

  • Avalon Trust reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 3 Align Technology shares in Q4 2025, an estimated $376.
  • Avalon Trust first reported a position in Align Technology in Q1 2023 and held it in 6 quarters.
  • Avalon Trust's Align Technology position peaked at $88.4K in Q2 2023.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.