Avondale Wealth Management’s Align Technology ALGN Stock Holding History

Avondale 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
2026 Q2	$253K	Hold	1,500	–	–	0.1%	60
2026 Q1	$257K	Sell	1,500 -500	-25%	-$87.6K	0.13%	61
2025 Q4	$312K	Buy	+2,000	New	+$287K	0.16%	50
2024 Q2	–	Sell	-300	Closed	-$98.4K	–	121
2024 Q1	$98.4K	Hold	300	–	–	0.07%	62
2023 Q4	$82.2K	Hold	300	–	–	0.07%	65
2023 Q3	$91.6K	Hold	300	–	–	0.08%	62
2023 Q2	$106K	Hold	300	–	–	0.09%	60
2023 Q1	$100K	Hold	300	–	–	0.09%	60
2022 Q4	$63.3K	Sell	300 -200	-40%	-$40K	0.05%	69
2022 Q3	$104K	Buy	500 +200	+67%	+$51.5K	0.11%	51
2022 Q2	$71K	Buy	+300	New	+$92.2K	0.08%	54

Other funds holding ALGN

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return