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Cresset Asset Management’s Align Technology ALGN Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-6,852
Closed -$1.74M – 1766
2024
Q3 		$1.74M Sell
6,852
-248
-3% -$58.5K 0.01% 875
2024
Q2 		$1.71M Buy
7,100
+788
+12% +$219K 0.01% 796
2024
Q1 		$2.07M Buy
6,312
+372
+6% +$109K 0.01% 628
2023
Q4 		$1.63M Sell
5,940
-12,168
-67% -$2.88M 0.01% 679
2023
Q3 		$5.53M Sell
18,108
-693
-4% -$239K 0.02% 310
2023
Q2 		$6.65M Buy
+18,801
New +$5.99M 0.01% 349
2022
Q4 		– Sell
-1,299
Closed -$269K – 743
2022
Q3 		$269K Buy
+1,299
New +$334K ﹤0.01% 701
2022
Q2 		– Sell
-1,194
Closed -$520K – 941
2022
Q1 		$520K Buy
1,194
+30
+3% +$14.6K 0.01% 594
2021
Q4 		$765K Buy
1,164
+119
+11% +$76.5K 0.01% 536
2021
Q3 		$696K Sell
1,045
-979
-48% -$665K 0.01% 507
2021
Q2 		$1.24M Buy
2,024
+943
+87% +$558K 0.02% 302
2021
Q1 		$585K Buy
1,081
+316
+41% +$175K 0.01% 436
2020
Q4 		$409K Sell
765
-92
-11% -$41.4K 0.01% 457
2020
Q3 		$281K Buy
+857
New +$262K 0.01% 538
2019
Q2 		– Sell
-223
Closed -$63K – 513
2019
Q1 		$63K Buy
223
+8
+4% +$1.91K ﹤0.01% 711
2018
Q4 		$45K Buy
+215
New +$54.3K ﹤0.01% 504

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cresset Asset Management's ALGN Position: Q4 2024 in Review

Cresset Asset Management sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 6,852 shares — an estimated $1.74M sold.

Cresset Asset Management first reported a position in ALGN in Q4 2018 and held it in 16 quarters. The position peaked at $6.65M in Q2 2023. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Cresset Asset Management reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 6,852 Align Technology shares in Q4 2024, an estimated $1.74M.
  • Cresset Asset Management first reported a position in Align Technology in Q4 2018 and held it in 16 quarters.
  • Cresset Asset Management's Align Technology position peaked at $6.65M in Q2 2023.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.