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Castleview Partners’s Align Technology ALGN Stock Holding History

Castleview Partners’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
-58
Closed -$12.1K – 192
2024
Q4 		$12.1K Hold
58
– – 0.01% 554
2024
Q3 		$14.8K Sell
58
-2
-3% -$472 0.01% 493
2024
Q2 		$14.5K Sell
60
-368
-86% -$102K 0.01% 471
2024
Q1 		$140K Buy
428
+1
+0.2% +$293 0.08% 219
2023
Q4 		$117K Sell
427
-17
-4% -$4.03K 0.08% 192
2023
Q3 		$136K Buy
444
+27
+6% +$9.33K 0.13% 142
2023
Q2 		$147K Sell
417
-3
-0.7% -$955 0.13% 141
2023
Q1 		$140K Buy
+420
New +$124K 0.12% 147
2022
Q4 		– Sell
-400
Closed -$83K – 643
2022
Q3 		$83K Buy
400
+327
+448% +$84.2K 0.08% 183
2022
Q2 		$60.8K Sell
73
-332
-82% -$102K 0.05% 280
2022
Q1 		$176K Sell
405
-504,966
-100% -$246M 0.11% 183
2021
Q4 		$769 Buy
+505,371
New +$325M 0.01% 436
2021
Q2 		$393K Buy
+644
New +$381K 0.17% 120

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

Castleview Partners's ALGN Position: Q1 2025 in Review

Castleview Partners sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 58 shares — an estimated $12.1K sold.

Castleview Partners first reported a position in ALGN in Q2 2021 and held it in 13 quarters. The position peaked at $393K in Q2 2021. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Castleview Partners reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 58 Align Technology shares in Q1 2025, an estimated $12.1K.
  • Castleview Partners first reported a position in Align Technology in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's Align Technology position peaked at $393K in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.