LJAC
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L.J. Altfest & Co’s Align Technology ALGN Stock Holding History

L.J. Altfest & Co’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
-1,003
Closed -$209K – 323
2024
Q4 		$209K Hold
1,003
– – 0.03% 308
2024
Q3 		$255K Sell
1,003
-10
-1% -$2.36K 0.03% 294
2024
Q2 		$245K Sell
1,013
-3
-0.3% -$835 0.03% 279
2024
Q1 		$333K Sell
1,016
-1,005
-50% -$295K 0.05% 242
2023
Q4 		$554K Sell
2,021
-367
-15% -$87K 0.08% 170
2023
Q3 		$729K Sell
2,388
-525
-18% -$181K 0.12% 134
2023
Q2 		$1.03M Sell
2,913
-15
-0.5% -$4.78K 0.15% 106
2023
Q1 		$978K Buy
2,928
+1
+0% +$295 0.15% 100
2022
Q4 		$617K Sell
2,927
-22
-0.7% -$4.4K 0.1% 138
2022
Q3 		$611K Buy
2,949
+724
+33% +$186K 0.11% 118
2022
Q2 		$527K Buy
2,225
+1,724
+344% +$530K 0.09% 141
2022
Q1 		$218K Buy
501
+4
+0.8% +$1.95K 0.04% 241
2021
Q4 		$327K Sell
497
-14
-3% -$9K 0.06% 200
2021
Q3 		$340K Hold
511
– – 0.07% 186
2021
Q2 		$312K Sell
511
-10
-2% -$5.92K 0.07% 205
2021
Q1 		$282K Hold
521
– – 0.07% 210
2020
Q4 		$278K Buy
+521
New +$234K 0.07% 211

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