Covestor’s Align Technology ALGN Stock Holding History

Covestor’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 Q1	$62K	Sell	359 -676	-65%	-$118K	0.04%	566
2025 Q4	$162K	Buy	1,035 +371	+56%	+$53.2K	0.08%	299
2025 Q3	$83K	Sell	664 -6	-0.9%	-$940	0.05%	669
2025 Q2	$127K	Buy	670 +177	+36%	+$31.3K	0.07%	413
2025 Q1	$78K	Buy	493 +78	+19%	+$15.3K	0.05%	626
2024 Q4	$87K	Buy	415 +53	+15%	+$11.8K	0.05%	605
2024 Q3	$92K	Buy	362 +76	+27%	+$17.9K	0.06%	569
2024 Q2	$69K	Buy	286 +244	+581%	+$67.9K	0.04%	709
2024 Q1	$14K	Sell	42 -197	-82%	-$57.8K	0.01%	1330
2023 Q4	$66K	Buy	239 +28	+13%	+$6.64K	0.05%	726
2023 Q3	$64K	Buy	211 +167	+380%	+$57.7K	0.05%	650
2023 Q2	$16K	Sell	44 -284	-87%	-$90.4K	0.01%	1222
2023 Q1	$110K	Sell	328 -241	-42%	-$71.1K	0.1%	325
2022 Q4	$120K	Sell	569 -37	-6%	-$7.41K	0.1%	310
2022 Q3	$126K	Buy	606 +477	+370%	+$123K	0.11%	242
2022 Q2	$31K	Buy	129 +19	+17%	+$5.84K	0.03%	874
2022 Q1	$48K	Buy	110 +24	+28%	+$11.7K	0.03%	816
2021 Q4	$57K	Buy	+86	New	+$55.3K	0.08%	460

Other funds holding ALGN

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return