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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
Q3 		– Sell
-100
Closed -$24.1K – 2182
2024
Q2 		$24.1K Buy
+100
New +$27.8K ﹤0.01% 2040
2023
Q3 		– Sell
-10,000
Closed -$3.54M – 1804
2023
Q2 		$3.54M Buy
+10,000
New +$3.18M ﹤0.01% 492

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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. 722 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.
  • 722 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.