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Oarsman Capital’s Align Technology ALGN Stock Holding History

Oarsman 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
Q1 		– Sell
-642
Closed -$134K – 256
2024
Q4 		$134K Sell
642
-17
-3% -$3.8K 0.02% 289
2024
Q3 		$168K Buy
+659
New +$155K 0.03% 265
2024
Q2 		– Sell
-839
Closed -$275K – 233
2024
Q1 		$275K Sell
839
-17
-2% -$4.99K 0.07% 184
2023
Q4 		$235K Buy
+856
New +$203K 0.06% 207

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

Oarsman Capital's ALGN Position: Q1 2025 in Review

Oarsman Capital sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 642 shares — an estimated $134K sold.

Oarsman Capital first reported a position in ALGN in Q4 2023 and held it in 4 quarters. The position peaked at $275K in Q1 2024. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Oarsman Capital reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 642 Align Technology shares in Q1 2025, an estimated $134K.
  • Oarsman Capital first reported a position in Align Technology in Q4 2023 and held it in 4 quarters.
  • Oarsman Capital's Align Technology position peaked at $275K in Q1 2024.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.