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Callan Family Office’s Align Technology ALGN Stock Holding History

Callan Family Office’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
Q3 		– Sell
-1,654
Closed -$313K – 853
2025
Q2 		$313K Buy
+1,654
New +$292K 0.01% 752

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Callan Family Office's ALGN Position: Q3 2025 in Review

Callan Family Office sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 1,654 shares — an estimated $313K sold.

Callan Family Office first reported a position in ALGN in Q2 2025 and held it in 1 quarter. The position peaked at $313K in Q2 2025. 666 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • Callan Family Office reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
  • Callan Family Office sold 1,654 Align Technology shares in Q3 2025, an estimated $313K.
  • Callan Family Office first reported a position in Align Technology in Q2 2025 and held it in 1 quarter.
  • Callan Family Office's Align Technology position peaked at $313K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Callan Family Office's 13F filing for Q3 2025, filed 4 Nov 2025.