HWA
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Heritage Wealth Advisors’s Align Technology ALGN Stock Holding History

Heritage Wealth 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
-4
Closed -$834 – 580
2024
Q4 		$834 Buy
4
+1
+33% +$223 ﹤0.01% 581
2024
Q3 		$763 Sell
3
-197
-99% -$46.5K ﹤0.01% 578
2024
Q2 		$48.3K Hold
200
– – ﹤0.01% 312
2024
Q1 		$65.6K Hold
200
– – ﹤0.01% 301
2023
Q4 		$54.8K Hold
200
– – ﹤0.01% 328
2023
Q3 		$61.1K Hold
200
– – ﹤0.01% 283
2023
Q2 		$70.7K Hold
200
– – ﹤0.01% 286
2023
Q1 		$66.8K Buy
+200
New +$59K ﹤0.01% 288
2022
Q3 		– Sell
-222
Closed -$53K – 535
2022
Q2 		$53K Buy
222
+192
+640% +$59K ﹤0.01% 321
2022
Q1 		$13K Hold
30
– – ﹤0.01% 419
2021
Q4 		$20K Buy
+30
New +$19.3K ﹤0.01% 406

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 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 $141B 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