Mather Group’s Align Technology ALGN Stock Holding History

Mather Group’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
2026 Q1	$116K	Buy	+679	New	+$119K	﹤0.01%	859
2025 Q4	–	Sell	-500	Closed	-$62.6K	–	674
2025 Q3	$62.6K	Sell	500 -1,064	-68%	-$167K	﹤0.01%	853
2025 Q2	$296K	Buy	1,564 +1,127	+258%	+$199K	﹤0.01%	500
2025 Q1	$69.4K	Buy	437 +345	+375%	+$67.7K	﹤0.01%	845
2024 Q4	$19.2K	Sell	92 -93	-50%	-$20.8K	﹤0.01%	1087
2024 Q3	$47K	Buy	185 +63	+52%	+$14.9K	﹤0.01%	894
2024 Q2	$39.9K	Buy	122 +42	+53%	+$11.7K	﹤0.01%	1059
2024 Q1	$21.8K	Buy	+80	New	+$23.5K	﹤0.01%	1043
2023 Q3	–	Sell	-644	Closed	-$228K	–	532
2023 Q2	$228K	Buy	+644	New	+$205K	﹤0.01%	519
2022 Q2	–	Sell	-740	Closed	-$323K	–	377
2022 Q1	$323K	Sell	740 -47	-6%	-$22.9K	0.01%	333
2021 Q4	$517K	Buy	+787	New	+$506K	0.01%	217

Other funds holding ALGN

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return