IWA
ALGN icon

Icon Wealth Advisors’s Align Technology ALGN Stock Holding History

Icon 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
Q3 		– Sell
-562
Closed -$106K – 517
2025
Q2 		$106K Buy
+562
New +$99.3K 0.01% 495
2025
Q1 		– Sell
-941
Closed -$196K – 477
2024
Q4 		$196K Sell
941
-117
-11% -$26.1K 0.02% 369
2024
Q3 		$269K Sell
1,058
-380
-26% -$89.7K 0.02% 308
2024
Q2 		$333K Sell
1,438
-3,206
-69% -$893K 0.03% 267
2024
Q1 		$1.52M Sell
4,644
-206
-4% -$60.4K 0.14% 115
2023
Q4 		$1.33M Buy
+4,850
New +$1.15M 0.14% 110
2022
Q4 		$893K Sell
4,234
-706
-14% -$141K 0.1% 143
2022
Q3 		$1.02M Buy
+4,940
New +$1.27M 0.12% 132

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
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

Icon Wealth Advisors's ALGN Position: Q3 2025 in Review

Icon Wealth Advisors sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 562 shares — an estimated $106K sold.

Icon Wealth Advisors first reported a position in ALGN in Q3 2022 and held it in 8 quarters. The position peaked at $1.52M in Q1 2024. 666 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • Icon Wealth Advisors reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 562 Align Technology shares in Q3 2025, an estimated $106K.
  • Icon Wealth Advisors first reported a position in Align Technology in Q3 2022 and held it in 8 quarters.
  • Icon Wealth Advisors's Align Technology position peaked at $1.52M in Q1 2024.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.