EF
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Empowered Funds’s Align Technology ALGN Stock Holding History

Empowered Funds’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 		$1.08M Buy
+6,311
New +$1.11M 0.01% 1382
2025
Q4 		– Sell
-1,744
Closed -$218K – 1026
2025
Q3 		$218K Sell
1,744
-48,756
-97% -$7.64M ﹤0.01% 1689
2025
Q2 		$9.56M Buy
50,500
+49,209
+3,812% +$8.69M 0.11% 214
2025
Q1 		$205K Buy
1,291
+11
+0.9% +$2.16K ﹤0.01% 1505
2024
Q4 		$267K Buy
1,280
+313
+32% +$69.9K ﹤0.01% 1412
2024
Q3 		$246K Buy
967
+9
+0.9% +$2.12K ﹤0.01% 1284
2024
Q2 		$231K Sell
958
-65
-6% -$18.1K ﹤0.01% 1266
2024
Q1 		$335K Sell
1,023
-2,910
-74% -$854K 0.01% 1184
2023
Q4 		$1.08M Buy
3,933
+26
+0.7% +$6.16K 0.03% 740
2023
Q3 		$1.19M Buy
+3,907
New +$1.35M 0.04% 609
2023
Q2 		– Sell
-1,177
Closed -$393K – 1123
2023
Q1 		$393K Buy
+1,177
New +$347K 0.02% 422
2022
Q4 		– Hold
0
– – – 447
2018
Q4 		– Sell
-4,358
Closed -$1.7M – 92
2018
Q3 		$1.7M Sell
4,358
-443
-9% -$163K 0.5% 70
2018
Q2 		$1.65M Buy
4,801
+57
+1% +$17K 0.52% 55
2018
Q1 		$1.16M Buy
4,744
+1,071
+29% +$275K 0.42% 71
2017
Q4 		$816K Sell
3,673
-575
-14% -$131K 0.41% 92
2017
Q3 		$791K Buy
+4,248
New +$727K 0.51% 68

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