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Oak Thistle LLC’s Align Technology ALGN Stock Holding History

Oak Thistle LLC’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
2026
Q1 		$671K Buy
+3,913
New +$685K 0.07% 382
2025
Q4 		– Sell
-19,230
Closed -$2.41M – 491
2025
Q3 		$2.41M Buy
+19,230
New +$3.01M 0.37% 68
2025
Q2 		– Sell
-2,949
Closed -$468K – 449
2025
Q1 		$468K Buy
+2,949
New +$579K 0.09% 298
2023
Q2 		– Sell
-1,325
Closed -$443K – 343
2023
Q1 		$443K Buy
+1,325
New +$391K 0.26% 172
2022
Q2 		– Sell
-2,125
Closed -$926K – 185
2022
Q1 		$926K Buy
+2,125
New +$1.03M 0.49% 38

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $43.1B AUM 23.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return