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Coppell Advisory Solutions’s Align Technology ALGN Stock Holding History

Coppell Advisory Solutions’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
-3
Closed -$620 – 380
2024
Q4 		$620 Hold
3
– – ﹤0.01% 1733
2024
Q3 		$764 Hold
3
– – ﹤0.01% 1610
2024
Q2 		$724 Buy
+3
New +$835 ﹤0.01% 1542

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

Coppell Advisory Solutions's ALGN Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 3 shares — an estimated $620 sold.

Coppell Advisory Solutions first reported a position in ALGN in Q2 2024 and held it in 3 quarters. The position peaked at $764 in Q3 2024. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3 Align Technology shares in Q1 2025, an estimated $620.
  • Coppell Advisory Solutions first reported a position in Align Technology in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Align Technology position peaked at $764 in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.