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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Advisors's ALGN Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 4 shares — an estimated $834 sold.

Heritage Wealth Advisors first reported a position in ALGN in Q4 2021 and held it in 11 quarters. The position peaked at $70.7K in Q2 2023. 692 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

Heritage Wealth Advisors reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 4 Align Technology shares in Q1 2025, an estimated $834.
Heritage Wealth Advisors first reported a position in Align Technology in Q4 2021 and held it in 11 quarters.
Heritage Wealth Advisors's Align Technology position peaked at $70.7K in Q2 2023.
692 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.