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DHJJ Financial Advisors’s Align Technology ALGN Stock Holding History

DHJJ Financial Advisors’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 		$46.5K Hold
271
– – 0.02% 414
2025
Q4 		$42.3K Hold
271
– – 0.01% 410
2025
Q3 		$33.9K Hold
271
– – 0.01% 417
2025
Q2 		$51.3K Hold
271
– – 0.02% 342
2025
Q1 		$43.1K Hold
271
– – 0.02% 335
2024
Q4 		$56.5K Hold
271
– – 0.02% 293
2024
Q3 		$68.9K Hold
271
– – 0.03% 260
2024
Q2 		$65.4K Hold
271
– – 0.03% 241
2024
Q1 		$88.9K Hold
271
– – 0.04% 208
2023
Q4 		$74.3K Hold
271
– – 0.03% 216
2023
Q3 		$82.7K Buy
+271
New +$93.6K 0.04% 202

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
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
VPM
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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return