LA
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LBP AM’s Align Technology ALGN Stock Holding History

LBP AM’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
Q2 		– Sell
-7,088
Closed -$1.13M – 369
2025
Q1 		$1.13M Buy
7,088
+602
+9% +$118K 0.02% 308
2024
Q4 		$1.35M Buy
+6,486
New +$1.45M 0.02% 304
2024
Q3 		– Sell
-3,671
Closed -$886K – 357
2024
Q2 		$886K Buy
3,671
+650
+22% +$181K 0.04% 288
2024
Q1 		$991K Sell
3,021
-1,089
-26% -$319K 0.04% 237
2023
Q4 		$1.13M Buy
4,110
+2,733
+198% +$648K 0.02% 319
2023
Q3 		$420K Buy
+1,377
New +$476K 0.01% 430

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return