Bank Julius Baer & Co
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Bank Julius Baer & Co’s Align Technology ALGN Stock Holding History

Bank Julius Baer & Co’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
-546
Closed -$68.4K – 645
2025
Q3 		$68.4K Sell
546
-40
-7% -$6.26K ﹤0.01% 572
2025
Q2 		$111K Hold
586
– – ﹤0.01% 485
2025
Q1 		$93.1K Buy
586
+4
+0.7% +$785 ﹤0.01% 487
2024
Q4 		$122K Buy
582
+2
+0.3% +$447 ﹤0.01% 457
2024
Q3 		$149K Sell
580
-45
-7% -$10.6K ﹤0.01% 410
2024
Q2 		$153K Sell
625
-26
-4% -$7.24K ﹤0.01% 364
2024
Q1 		$213K Buy
651
+531
+443% +$156K ﹤0.01% 393
2023
Q4 		$32.9K Sell
120
-4,654
-97% -$1.1M ﹤0.01% 492
2023
Q3 		$1.46M Buy
4,774
+182
+4% +$62.9K 0.01% 229
2023
Q2 		$1.62M Buy
4,592
+971
+27% +$309K 0.01% 231
2023
Q1 		$1.21M Sell
3,621
-202
-5% -$59.6K 0.01% 251
2022
Q4 		$807K Sell
3,823
-231
-6% -$46.2K 0.01% 293
2022
Q3 		$840K Sell
4,054
-12,715
-76% -$3.27M 0.01% 279
2022
Q2 		$3.97M Sell
16,769
-242
-1% -$74.3K 0.03% 179
2022
Q1 		$7.42M Buy
17,011
+451
+3% +$220K 0.04% 153
2021
Q4 		$10.9M Buy
16,560
+11,995
+263% +$7.71M 0.06% 150
2021
Q3 		$3.04M Buy
4,565
+257
+6% +$175K 0.02% 230
2021
Q2 		$2.63M Sell
4,308
-715
-14% -$423K 0.02% 252
2021
Q1 		$2.72M Sell
5,023
-4,315
-46% -$2.39M 0.02% 241
2020
Q4 		$4.99M Sell
9,338
-5,742
-38% -$2.58M 0.04% 188
2020
Q3 		$4.94M Buy
15,080
+6,007
+66% +$1.83M 0.05% 159
2020
Q2 		$2.49M Buy
9,073
+116
+1% +$26.1K 0.03% 181
2020
Q1 		$1.56M Buy
+8,957
New +$2.14M 0.04% 183

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 $427B AUM 29.17% 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 $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank Julius Baer & Co's ALGN Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 546 shares — an estimated $68.4K sold.

Bank Julius Baer & Co first reported a position in ALGN in Q1 2020 and held it in 23 quarters. The position peaked at $10.9M in Q4 2021. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 546 Align Technology shares in Q4 2025, an estimated $68.4K.
  • Bank Julius Baer & Co first reported a position in Align Technology in Q1 2020 and held it in 23 quarters.
  • Bank Julius Baer & Co's Align Technology position peaked at $10.9M in Q4 2021.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.