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Mission Wealth Management’s Align Technology ALGN Stock Holding History

Mission Wealth Management’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
-1,111
Closed -$232K – 673
2024
Q4 		$232K Sell
1,111
-9
-0.8% -$2.01K 0.01% 596
2024
Q3 		$285K Buy
+1,120
New +$264K 0.01% 553

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

Mission Wealth Management's ALGN Position: Q1 2025 in Review

Mission Wealth Management sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 1,111 shares — an estimated $232K sold.

Mission Wealth Management first reported a position in ALGN in Q3 2024 and held it in 2 quarters. The position peaked at $285K in Q3 2024. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Mission Wealth Management reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Mission Wealth Management sold 1,111 Align Technology shares in Q1 2025, an estimated $232K.
  • Mission Wealth Management first reported a position in Align Technology in Q3 2024 and held it in 2 quarters.
  • Mission Wealth Management's Align Technology position peaked at $285K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Mission Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.