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Caldwell Trust’s Align Technology ALGN Stock Holding History

Caldwell Trust’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
2024
Q1 		– Sell
-15
Closed -$4.11K – 705
2023
Q4 		$4.11K Buy
+15
New +$3.56K ﹤0.01% 661
2021
Q1 		– Sell
-210
Closed -$112K – 712
2020
Q4 		$112K Hold
210
– – 0.02% 324
2020
Q3 		$68.7K Sell
210
-104
-33% -$31.7K 0.01% 373
2020
Q2 		$86.2K Hold
314
– – 0.01% 355
2020
Q1 		$54.6K Hold
314
– – 0.01% 400
2019
Q4 		$87.6K Buy
+314
New +$78.3K 0.01% 382

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Caldwell Trust's ALGN Position: Q1 2024 in Review

Caldwell Trust sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 15 shares — an estimated $4.11K sold.

Caldwell Trust first reported a position in ALGN in Q4 2019 and held it in 6 quarters. The position peaked at $112K in Q4 2020. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

  • Caldwell Trust reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
  • Caldwell Trust sold 15 Align Technology shares in Q1 2024, an estimated $4.11K.
  • Caldwell Trust first reported a position in Align Technology in Q4 2019 and held it in 6 quarters.
  • Caldwell Trust's Align Technology position peaked at $112K in Q4 2020.
  • 818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.