Baker Avenue Asset Management’s Align Technology ALGN Stock Holding History

Baker Avenue Asset 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 Q1	–	Sell	-19,282	Closed	-$4.02M	–	463
2024 Q4	$4.02M	Buy	19,282 +2,572	+15%	+$575K	0.12%	126
2024 Q3	$4.25M	Buy	+16,710	New	+$3.94M	0.13%	125
2023 Q4	–	Sell	-2,179	Closed	-$665K	–	407
2023 Q3	$665K	Buy	2,179 +122	+6%	+$42.2K	0.03%	239
2023 Q2	$727K	Buy	2,057 +201	+11%	+$64K	0.04%	215
2023 Q1	$620K	Buy	1,856 +1,829	+6,774%	+$540K	0.03%	236
2022 Q4	$5.69K	Buy	+27	New	+$5.41K	﹤0.01%	797

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Baker Avenue Asset Management's ALGN Position: Q1 2025 in Review

Baker Avenue Asset Management sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 19,282 shares — an estimated $4.02M sold.

Baker Avenue Asset Management first reported a position in ALGN in Q4 2022 and held it in 6 quarters. The position peaked at $4.25M in Q3 2024. 692 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

Baker Avenue Asset Management reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
Baker Avenue Asset Management sold 19,282 Align Technology shares in Q1 2025, an estimated $4.02M.
Baker Avenue Asset Management first reported a position in Align Technology in Q4 2022 and held it in 6 quarters.
Baker Avenue Asset Management's Align Technology position peaked at $4.25M in Q3 2024.
692 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Baker Avenue Asset Management's 13F filing for Q1 2025, filed 8 May 2025.