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Nicolet Advisory Services’s Align Technology ALGN Stock Holding History

Nicolet Advisory Services’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
-1,826
Closed -$249K – 417
2025
Q2 		$249K Buy
+1,826
New +$323K 0.02% 349

Other funds holding ALGN

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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

Nicolet Advisory Services's ALGN Position: Q3 2025 in Review

Nicolet Advisory Services sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 1,826 shares — an estimated $249K sold.

Nicolet Advisory Services first reported a position in ALGN in Q2 2025 and held it in 1 quarter. The position peaked at $249K in Q2 2025. 666 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • Nicolet Advisory Services reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 1,826 Align Technology shares in Q3 2025, an estimated $249K.
  • Nicolet Advisory Services first reported a position in Align Technology in Q2 2025 and held it in 1 quarter.
  • Nicolet Advisory Services's Align Technology position peaked at $249K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.