CIM
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Contravisory Investment Management’s Align Technology ALGN Stock Holding History

Contravisory Investment Management’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
2026
Q2 		$1.11M Buy
+6,557
New +$1.14M 0.2% 97
2023
Q4 		– Sell
-425
Closed -$130K – 361
2023
Q3 		$130K Buy
+425
New +$147K 0.04% 221
2022
Q1 		– Sell
-1,197
Closed -$787K – 332
2021
Q4 		$787K Buy
1,197
+42
+4% +$27K 0.21% 64
2021
Q3 		$769K Sell
1,155
-15
-1% -$10.2K 0.23% 55
2021
Q2 		$715K Buy
1,170
+77
+7% +$45.6K 0.21% 57
2021
Q1 		$592K Sell
1,093
-39
-3% -$21.6K 0.19% 61
2020
Q4 		$605K Sell
1,132
-107
-9% -$48.1K 0.19% 56
2020
Q3 		$406K Hold
1,239
– – 0.14% 77
2020
Q2 		$328K Buy
+1,239
New +$279K 0.12% 90
2018
Q3 		– Sell
-24
Closed -$8K – 286
2018
Q2 		$8K Sell
24
-1
-4% -$298 ﹤0.01% 274
2018
Q1 		$6K Buy
+25
New +$6.42K ﹤0.01% 284
2017
Q4 		– Sell
-20
Closed -$4K – 431
2017
Q3 		$4K Buy
+20
New +$3.42K ﹤0.01% 298

Other funds holding ALGN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return