Lowe Wealth Advisors’s Align Technology ALGN Stock Holding History

Lowe 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	$3.76K	Hold	30	–	–	﹤0.01%	309
2025 Q2	$5.68K	Hold	30	–	–	﹤0.01%	277
2025 Q1	$4.77K	Hold	30	–	–	﹤0.01%	287
2024 Q4	$6.25K	Hold	30	–	–	﹤0.01%	256
2024 Q3	$7.63K	Hold	30	–	–	﹤0.01%	237
2024 Q2	$7.24K	Hold	30	–	–	﹤0.01%	237
2024 Q1	$9.84K	Hold	30	–	–	﹤0.01%	213
2023 Q4	$8.22K	Hold	30	–	–	﹤0.01%	218
2023 Q3	$9.16K	Hold	30	–	–	﹤0.01%	204
2023 Q2	$10.6K	Hold	30	–	–	0.01%	213
2023 Q1	$10K	Hold	30	–	–	0.01%	207
2022 Q4	$6.33K	Hold	30	–	–	﹤0.01%	245
2022 Q3	$6K	Hold	30	–	–	﹤0.01%	228
2022 Q2	$7K	Hold	30	–	–	﹤0.01%	207
2022 Q1	$13K	Sell	30 -35	-54%	-$17K	0.01%	180
2021 Q4	$43K	Hold	65	–	–	0.02%	109
2021 Q3	$43K	Hold	65	–	–	0.02%	100
2021 Q2	$40K	Hold	65	–	–	0.02%	105
2021 Q1	$35K	Hold	65	–	–	0.02%	106
2020 Q4	$35K	Hold	65	–	–	0.02%	100
2020 Q3	$21K	Hold	65	–	–	0.01%	114
2020 Q2	$18K	Hold	65	–	–	0.01%	114
2020 Q1	$11K	Hold	65	–	–	0.01%	136
2019 Q4	$18K	Hold	65	–	–	0.01%	120
2019 Q3	$12K	Sell	65 -60	-48%	-$12.5K	0.01%	137
2019 Q2	$34K	Hold	125	–	–	0.02%	85
2019 Q1	$35K	Hold	125	–	–	0.02%	75
2018 Q4	$26K	Hold	125	–	–	0.02%	90
2018 Q3	$49K	Hold	125	–	–	0.03%	65
2018 Q2	$43K	Hold	125	–	–	0.03%	66
2018 Q1	$31K	Hold	125	–	–	0.02%	90
2017 Q4	$28K	Hold	125	–	–	0.02%	92
2017 Q3	$23K	Hold	125	–	–	0.01%	102
2017 Q2	$19K	Buy	+125	New	+$17K	0.01%	99

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Lowe Wealth Advisors held its Align Technology (ALGN) position steady in Q3 2025 at 30 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Lowe Wealth Advisors first reported a position in ALGN in Q2 2017 and has held it in 34 quarters since. The position peaked at $49K in Q3 2018. 668 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

Lowe Wealth Advisors held 30 shares of Align Technology worth $3.76K as of Q3 2025.
Lowe Wealth Advisors left its Align Technology share count unchanged in Q3 2025.
Align Technology made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #309 holding.
Lowe Wealth Advisors first reported a position in Align Technology in Q2 2017 and has held it in 34 quarters since.
Lowe Wealth Advisors's Align Technology position peaked at $49K in Q3 2018.
668 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.