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Harbert Fund Advisors’s Align Technology ALGN Stock Holding History

Harbert Fund Advisors’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
Q1 		– Sell
-3,500
Closed -$730K – 60
2024
Q4 		$730K Buy
+3,500
New +$782K 0.38% 71
2024
Q1 		– Sell
-4,700
Closed -$1.29M – 83
2023
Q4 		$1.29M Buy
+4,700
New +$1.11M 0.88% 41

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harbert Fund Advisors's ALGN Position: Q1 2025 in Review

Harbert Fund Advisors sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 3,500 shares — an estimated $730K sold.

Harbert Fund Advisors first reported a position in ALGN in Q4 2023 and held it in 2 quarters. The position peaked at $1.29M in Q4 2023. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Harbert Fund Advisors reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Harbert Fund Advisors sold 3,500 Align Technology shares in Q1 2025, an estimated $730K.
  • Harbert Fund Advisors first reported a position in Align Technology in Q4 2023 and held it in 2 quarters.
  • Harbert Fund Advisors's Align Technology position peaked at $1.29M in Q4 2023.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Harbert Fund Advisors's 13F filing for Q1 2025, filed 14 May 2025.