Ethic Inc’s Align Technology ALGN Stock Holding History

Ethic Inc’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	–	Sell	-1,240	Closed	-$234K	–	1199
2025 Q2	$234K	Buy	+1,240	New	+$219K	﹤0.01%	1063
2025 Q1	–	Sell	-2,015	Closed	-$420K	–	1167
2024 Q4	$420K	Sell	2,015 -1,624	-45%	-$363K	0.01%	854
2024 Q3	$1.19M	Sell	3,639 -46	-1%	-$10.9K	0.03%	521
2024 Q2	$890K	Buy	3,685 +46	+1%	+$12.8K	0.02%	593
2024 Q1	$1.19M	Buy	3,639 +193	+6%	+$56.6K	0.03%	524
2023 Q4	$944K	Sell	3,446 -1,517	-31%	-$360K	0.03%	553
2023 Q3	$1.52M	Sell	4,963 -667	-12%	-$230K	0.05%	367
2023 Q2	$1.99M	Sell	5,630 -257	-4%	-$81.8K	0.07%	306
2023 Q1	$1.97M	Buy	5,887 +2,804	+91%	+$827K	0.08%	293
2022 Q4	$650K	Buy	3,083 +1,262	+69%	+$253K	0.04%	490
2022 Q3	$377K	Sell	1,821 -720	-28%	-$185K	0.03%	571
2022 Q2	$601K	Buy	2,541 +351	+16%	+$108K	0.04%	426
2022 Q1	$955K	Sell	2,190 -163	-7%	-$79.3K	0.07%	317
2021 Q4	$1.55M	Buy	2,353 +62	+3%	+$39.9K	0.12%	204
2021 Q3	$1.52M	Buy	2,291 +1,950	+572%	+$1.32M	0.16%	169
2021 Q2	$208K	Sell	341 -1,047	-75%	-$620K	0.03%	532
2021 Q1	$752K	Buy	1,388 +225	+19%	+$124K	0.13%	191
2020 Q4	$621K	Buy	+1,163	New	+$523K	0.16%	155

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 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