GI
ALGN icon

Gradient Investments’s Align Technology ALGN Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-2
Closed -$483 – 327
2024
Q2 		$483 Hold
2
– – ﹤0.01% 1188
2024
Q1 		$656 Sell
2
-1
-33% -$293 ﹤0.01% 977
2023
Q4 		$822 Hold
3
– – ﹤0.01% 1486
2023
Q3 		$916 Hold
3
– – ﹤0.01% 1404
2023
Q2 		$1.06K Buy
+3
New +$955 ﹤0.01% 1349
2022
Q4 		– Sell
-105
Closed -$22K – 1504
2022
Q3 		$22K Buy
105
+5
+5% +$1.29K ﹤0.01% 645
2022
Q2 		$24K Sell
100
-7
-7% -$2.15K ﹤0.01% 608
2022
Q1 		$47K Buy
107
+100
+1,429% +$48.7K ﹤0.01% 485
2021
Q4 		$5K Buy
+7
New +$4.5K ﹤0.01% 919
2018
Q1 		– Sell
-7
Closed -$2K – 994
2017
Q4 		$2K Buy
+7
New +$1.59K ﹤0.01% 787

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return