NorthRock Partners’s Align Technology ALGN Stock Holding History

NorthRock Partners’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 Q4	–	Sell	-803	Closed	-$204K	–	780
2024 Q3	$204K	Buy	+803	New	+$189K	0.01%	602

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NorthRock Partners's ALGN Position: Q4 2024 in Review

NorthRock Partners sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 803 shares — an estimated $204K sold.

NorthRock Partners first reported a position in ALGN in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 722 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

NorthRock Partners reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
NorthRock Partners sold 803 Align Technology shares in Q4 2024, an estimated $204K.
NorthRock Partners first reported a position in Align Technology in Q3 2024 and held it in 1 quarter.
NorthRock Partners's Align Technology position peaked at $204K in Q3 2024.
722 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.