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Cooper Financial Group’s Align Technology ALGN Stock Holding History

Cooper Financial Group’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
-1,421
Closed -$296K – 381
2024
Q4 		$296K Sell
1,421
-252
-15% -$56.3K 0.04% 314
2024
Q3 		$425K Buy
1,673
+157
+10% +$37K 0.06% 265
2024
Q2 		$366K Buy
1,516
+150
+11% +$41.8K 0.05% 265
2024
Q1 		$448K Buy
1,366
+115
+9% +$33.7K 0.07% 236
2023
Q4 		$343K Sell
1,251
-76
-6% -$18K 0.06% 255
2023
Q3 		$405K Sell
1,327
-231
-15% -$79.8K 0.1% 222
2023
Q2 		$551K Buy
1,558
+116
+8% +$36.9K 0.14% 174
2023
Q1 		$482K Buy
1,442
+381
+36% +$112K 0.13% 172
2022
Q4 		$224K Buy
+1,061
New +$212K 0.07% 269

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