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Marshall & Sterling Wealth Advisors’s Align Technology ALGN Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-62
Closed -$7.76K – 350
2025
Q3 		$7.76K Hold
62
– – 0.01% 405
2025
Q2 		$11.7K Buy
62
+16
+35% +$2.83K 0.01% 305
2025
Q1 		$7.31K Buy
+46
New +$9.03K 0.01% 386

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ALGN Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 62 shares — an estimated $7.76K sold.

Marshall & Sterling Wealth Advisors first reported a position in ALGN in Q1 2025 and held it in 3 quarters. The position peaked at $11.7K in Q2 2025. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 62 Align Technology shares in Q4 2025, an estimated $7.76K.
  • Marshall & Sterling Wealth Advisors first reported a position in Align Technology in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Align Technology position peaked at $11.7K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.