BFPW
ALGN icon

BOK Financial Private Wealth’s Align Technology ALGN Stock Holding History

BOK Financial Private Wealth’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
-2
Closed -$418 – 478
2024
Q4 		$418 Buy
+2
New +$447 ﹤0.01% 598
2022
Q1 		– Sell
-328
Closed -$216K – 315
2021
Q4 		$216K Buy
+328
New +$211K 0.01% 284

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

BOK Financial Private Wealth's ALGN Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 2 shares — an estimated $418 sold.

BOK Financial Private Wealth first reported a position in ALGN in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 2 Align Technology shares in Q1 2025, an estimated $418.
  • BOK Financial Private Wealth first reported a position in Align Technology in Q4 2021 and held it in 2 quarters.
  • BOK Financial Private Wealth's Align Technology position peaked at $216K in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.