MSWM
ALGN icon

Mowery & Schoenfeld Wealth Management’s Align Technology ALGN Stock Holding History

Mowery & Schoenfeld 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
-12
Closed -$2.5K – 461
2024
Q4 		$2.5K Buy
+12
New +$2.68K ﹤0.01% 378

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

Mowery & Schoenfeld Wealth Management's ALGN Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 12 shares — an estimated $2.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in ALGN in Q4 2024 and held it in 1 quarter. The position peaked at $2.5K in Q4 2024. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 12 Align Technology shares in Q1 2025, an estimated $2.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Align Technology in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Align Technology position peaked at $2.5K in Q4 2024.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.