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EFG Asset Management’s Align Technology ALGN Stock Holding History

EFG 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
2025
Q3 		$2.43M Buy
19,451
+7,852
+68% +$1.23M 0.31% 131
2025
Q2 		$2.2M Sell
11,599
-154
-1% -$27.2K 0.31% 135
2025
Q1 		$1.87M Sell
11,753
-3,658
-24% -$718K 0.31% 140
2024
Q4 		$3.21M Buy
15,411
+966
+7% +$216K 0.44% 86
2024
Q3 		$3.68M Sell
14,445
-1,467
-9% -$346K 0.61% 41
2024
Q2 		$3.84M Sell
15,912
-1,329
-8% -$370K 0.67% 37
2024
Q1 		$5.65M Buy
17,241
+1,948
+13% +$572K 0.98% 18
2023
Q4 		$4.19M Buy
15,293
+2,098
+16% +$497K 0.79% 33
2023
Q3 		$4.03M Sell
13,195
-919
-7% -$318K 0.96% 30
2023
Q2 		$4.99M Sell
14,114
-303
-2% -$96.5K 1.07% 23
2023
Q1 		$4.81M Sell
14,417
-16
-0.1% -$4.72K 1.06% 29
2022
Q4 		$3.06M Sell
14,433
-12,952
-47% -$2.59M 0.69% 49
2022
Q3 		$5.67M Buy
27,385
+4,264
+18% +$1.1M 1.31% 16
2022
Q2 		$5.47M Sell
23,121
-208
-0.9% -$63.9K 1.15% 21
2022
Q1 		$10.2M Buy
23,329
+110
+0.5% +$53.5K 1.52% 8
2021
Q4 		$15.3M Buy
+23,219
New +$14.9M 1.99% 4

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

EFG Asset Management's ALGN Position: Q3 2025 in Review

EFG Asset Management increased its Align Technology (ALGN) stake by 68% in Q3 2025, buying an estimated $1.23M and bringing the position to 19,451 shares worth $2.43M. The position accounts for 0.31% of the portfolio, ranked #131.

EFG Asset Management first reported a position in ALGN in Q4 2021 and has held it in 16 quarters since. The position peaked at $15.3M in Q4 2021. 666 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • EFG Asset Management held 19,451 shares of Align Technology worth $2.43M as of Q3 2025.
  • EFG Asset Management bought 7,852 Align Technology shares in Q3 2025, an estimated $1.23M.
  • Align Technology made up 0.31% of EFG Asset Management's portfolio in Q3 2025, its #131 holding.
  • EFG Asset Management first reported a position in Align Technology in Q4 2021 and has held it in 16 quarters since.
  • EFG Asset Management's Align Technology position peaked at $15.3M in Q4 2021.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.