CWC
ALGN icon

Carolinas Wealth Consulting’s Align Technology ALGN Stock Holding History

Carolinas Wealth Consulting’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
-5
Closed -$1.04K – 1017
2024
Q4 		$1.04K Hold
5
– – ﹤0.01% 939
2024
Q3 		$1.27K Buy
5
+3
+150% +$708 ﹤0.01% 889
2024
Q2 		$483 Sell
2
-1
-33% -$278 ﹤0.01% 995
2024
Q1 		$984 Buy
+3
New +$880 ﹤0.01% 899
2023
Q3 		– Sell
-1
Closed -$354 – 1018
2023
Q2 		$354 Hold
1
– – ﹤0.01% 1037
2023
Q1 		$334 Buy
+1
New +$295 ﹤0.01% 1037
2022
Q3 		– Sell
-2
Closed – – 874
2022
Q2 		$0 Sell
2
-6
-75% -$1.84K ﹤0.01% 882
2022
Q1 		$3K Sell
8
-130
-94% -$63.3K ﹤0.01% 745
2021
Q4 		$91K Buy
138
+30
+28% +$19.3K 0.02% 272
2021
Q3 		$72K Sell
108
-15
-12% -$10.2K 0.02% 286
2021
Q2 		$75K Buy
123
+1
+0.8% +$592 0.02% 303
2021
Q1 		$66K Buy
122
+31
+34% +$17.1K 0.02% 321
2020
Q4 		$49K Buy
+91
New +$40.9K 0.01% 341

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
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

Carolinas Wealth Consulting's ALGN Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 5 shares — an estimated $1.04K sold.

Carolinas Wealth Consulting first reported a position in ALGN in Q4 2020 and held it in 13 quarters. The position peaked at $91K in Q4 2021. 692 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5 Align Technology shares in Q1 2025, an estimated $1.04K.
  • Carolinas Wealth Consulting first reported a position in Align Technology in Q4 2020 and held it in 13 quarters.
  • Carolinas Wealth Consulting's Align Technology position peaked at $91K in Q4 2021.
  • 692 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.