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NewSquare Capital’s Align Technology ALGN Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-67
Closed -$12.7K – 221
2025
Q2 		$12.7K Buy
67
+42
+168% +$7.42K ﹤0.01% 592
2025
Q1 		$3.97K Buy
25
+24
+2,400% +$4.71K ﹤0.01% 731
2024
Q4 		$209 Buy
+1
New +$223 ﹤0.01% 860
2023
Q2 		– Sell
-34
Closed -$11.4K – 861
2023
Q1 		$11.4K Buy
+34
New +$10K ﹤0.01% 339
2022
Q1 		– Sell
-9
Closed -$6K – 374
2021
Q4 		$6K Hold
9
– – ﹤0.01% 308
2021
Q3 		$6K Hold
9
– – ﹤0.01% 301
2021
Q2 		$5K Hold
9
– – ﹤0.01% 298
2021
Q1 		$5K Hold
9
– – ﹤0.01% 280
2020
Q4 		$5K Buy
+9
New +$4.05K ﹤0.01% 281

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

NewSquare Capital's ALGN Position: Q3 2025 in Review

NewSquare Capital sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 67 shares — an estimated $12.7K sold.

NewSquare Capital first reported a position in ALGN in Q4 2020 and held it in 9 quarters. The position peaked at $12.7K in Q2 2025. 666 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • NewSquare Capital reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 67 Align Technology shares in Q3 2025, an estimated $12.7K.
  • NewSquare Capital first reported a position in Align Technology in Q4 2020 and held it in 9 quarters.
  • NewSquare Capital's Align Technology position peaked at $12.7K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.