CVA Family Office’s Align Technology ALGN Stock Holding History

CVA Family Office’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	$91.9K	Buy	536 +37	+7%	+$6.48K	0.01%	473
2025 Q4	$77.9K	Buy	499 +436	+692%	+$62.5K	0.01%	472
2025 Q3	$7.89K	Sell	63 -95	-60%	-$14.9K	﹤0.01%	838
2025 Q2	$29.9K	Buy	158 +51	+48%	+$9.01K	﹤0.01%	627
2025 Q1	$17K	Sell	107 -34	-24%	-$6.67K	﹤0.01%	708
2024 Q4	$29.4K	Sell	141 -9	-6%	-$2.01K	﹤0.01%	612
2024 Q3	$38.1K	Buy	150 +69	+85%	+$16.3K	0.01%	551
2024 Q2	$19.6K	Sell	81 -16	-16%	-$4.45K	﹤0.01%	639
2024 Q1	$31.8K	Buy	97 +22	+29%	+$6.46K	0.01%	563
2023 Q4	$20.6K	Buy	+75	New	+$17.8K	﹤0.01%	618
2023 Q3	–	Sell	-110	Closed	-$38.9K	–	250
2023 Q2	$38.9K	Hold	110	–	–	0.01%	500
2023 Q1	$36.8K	Buy	110 +35	+47%	+$10.3K	0.01%	490
2022 Q4	$15.8K	Buy	75 +5	+7%	+$1K	﹤0.01%	602
2022 Q3	$14K	Buy	70 +30	+75%	+$7.72K	﹤0.01%	583
2022 Q2	$9K	Sell	40 -15	-27%	-$4.61K	﹤0.01%	649
2022 Q1	$24K	Sell	55 -30	-35%	-$14.6K	0.01%	525
2021 Q4	$56K	Buy	+85	New	+$54.6K	0.01%	337
2021 Q3	–	Sell	-80	Closed	-$49K	–	374
2021 Q2	$49K	Buy	80 +25	+45%	+$14.8K	0.01%	369
2021 Q1	$30K	Buy	+55	New	+$30.4K	0.01%	338

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