MA
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Montag & Associates’s Align Technology ALGN Stock Holding History

Montag & Associates’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
2024
Q2 		– Sell
-18
Closed -$5.79K – 981
2024
Q1 		$5.79K Buy
18
+15
+500% +$4.4K ﹤0.01% 808
2023
Q4 		$730 Hold
3
– – ﹤0.01% 894
2023
Q3 		$814 Buy
+3
New +$1.04K ﹤0.01% 876
2023
Q1 		– Sell
-35
Closed -$7.38K – 927
2022
Q4 		$7.38K Sell
35
-50
-59% -$10K ﹤0.01% 776
2022
Q3 		$18K Sell
85
-265
-76% -$68.2K ﹤0.01% 669
2022
Q2 		$83K Sell
350
-1,220
-78% -$375K 0.01% 463
2022
Q1 		$685K Buy
1,570
+10
+0.6% +$4.87K 0.04% 259
2021
Q4 		$1.02M Buy
1,560
+1,175
+305% +$755K 0.05% 232
2021
Q3 		$256K Buy
+385
New +$261K 0.01% 355

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return