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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 $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 $580B AUM 38.23% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cooper Financial Group's ALGN Position: Q1 2025 in Review

Cooper Financial Group sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 1,421 shares — an estimated $296K sold.

Cooper Financial Group first reported a position in ALGN in Q4 2022 and held it in 9 quarters. The position peaked at $551K in Q2 2023. 692 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Cooper Financial Group reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Cooper Financial Group sold 1,421 Align Technology shares in Q1 2025, an estimated $296K.
  • Cooper Financial Group first reported a position in Align Technology in Q4 2022 and held it in 9 quarters.
  • Cooper Financial Group's Align Technology position peaked at $551K in Q2 2023.
  • 692 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Cooper Financial Group's 13F filing for Q1 2025, filed 12 May 2025.