AAS
ALGN icon

Avantax Advisory Services’s Align Technology ALGN Stock Holding History

Avantax Advisory Services’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
Q2 		$720K Buy
3,801
+580
+18% +$102K ﹤0.01% 1362
2025
Q1 		$512K Buy
3,221
+586
+22% +$115K ﹤0.01% 1487
2024
Q4 		$549K Sell
2,635
-1,274
-33% -$285K ﹤0.01% 1382
2024
Q3 		$994K Buy
3,909
+201
+5% +$47.4K 0.01% 1026
2024
Q2 		$895K Buy
3,708
+3,048
+462% +$849K 0.01% 1046
2024
Q1 		$216K Buy
+660
New +$194K ﹤0.01% 1503
2023
Q3 		– Sell
-684
Closed -$242K – 1546
2023
Q2 		$242K Buy
+684
New +$218K ﹤0.01% 1297
2022
Q4 		– Sell
-1,231
Closed -$255K – 1423
2022
Q3 		$255K Hold
1,231
– – ﹤0.01% 1072
2022
Q2 		$291K Hold
1,231
– – ﹤0.01% 1028
2022
Q1 		$536K Sell
1,231
-11
-0.9% -$5.35K 0.01% 761
2021
Q4 		$816K Buy
1,242
+31
+3% +$19.9K 0.01% 590
2021
Q3 		$808K Buy
1,211
+17
+1% +$11.5K 0.01% 554
2021
Q2 		$728K Buy
1,194
+12
+1% +$7.1K 0.01% 560
2021
Q1 		$640K Buy
+1,182
New +$653K 0.01% 546
2020
Q4 		– Sell
-1,188
Closed -$389K – 942
2020
Q3 		$389K Buy
+1,188
New +$363K 0.01% 901

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's ALGN Position: Q2 2025 in Review

Avantax Advisory Services increased its Align Technology (ALGN) stake by 18% in Q2 2025, buying an estimated $102K and bringing the position to 3,801 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Avantax Advisory Services first reported a position in ALGN in Q3 2020 and has held it in 15 quarters since. The position peaked at $994K in Q3 2024. 703 funds tracked by Wall St. Rank hold ALGN as of Q2 2025.

  • Avantax Advisory Services held 3,801 shares of Align Technology worth $720K as of Q2 2025.
  • Avantax Advisory Services bought 580 Align Technology shares in Q2 2025, an estimated $102K.
  • Align Technology made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1362 holding.
  • Avantax Advisory Services first reported a position in Align Technology in Q3 2020 and has held it in 15 quarters since.
  • Avantax Advisory Services's Align Technology position peaked at $994K in Q3 2024.
  • 703 funds tracked by Wall St. Rank held Align Technology as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.