Envestnet Portfolio Solutions
ALGN icon

Envestnet Portfolio Solutions’s Align Technology ALGN Stock Holding History

Envestnet Portfolio Solutions’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 		$297K Buy
+1,732
New +$303K ﹤0.01% 1119
2025
Q4 		– Sell
-2,752
Closed -$345K – 1485
2025
Q3 		$345K Buy
2,752
+380
+16% +$59.5K ﹤0.01% 1183
2025
Q2 		$449K Buy
2,372
+102
+4% +$18K ﹤0.01% 1147
2025
Q1 		$361K Sell
2,270
-3,390
-60% -$665K ﹤0.01% 1201
2024
Q4 		$1.18M Sell
5,660
-935
-14% -$209K ﹤0.01% 852
2024
Q3 		$1.68M Buy
6,595
+629
+11% +$148K 0.01% 720
2024
Q2 		$1.44M Sell
5,966
-413
-6% -$115K 0.01% 739
2024
Q1 		$2.09M Sell
6,379
-892
-12% -$262K 0.01% 623
2023
Q4 		$1.99M Buy
7,271
+248
+4% +$58.8K 0.01% 599
2023
Q3 		$2.14M Buy
+7,023
New +$2.43M 0.01% 528

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