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Orion Portfolio Solutions’s Align Technology ALGN Stock Holding History

Orion Portfolio Solutions’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 		$479K Buy
3,016
+1,224
+68% +$240K ﹤0.01% 1449
2024
Q4 		$374K Sell
1,792
-1,166
-39% -$260K ﹤0.01% 1454
2024
Q3 		$752K Buy
2,958
+37
+1% +$8.73K 0.01% 1175
2024
Q2 		$705K Sell
2,921
-4,397
-60% -$1.22M 0.01% 1146
2024
Q1 		$2.4M Buy
7,318
+892
+14% +$262K 0.03% 575
2023
Q4 		$1.76M Sell
6,426
-798
-11% -$189K 0.02% 699
2023
Q3 		$2.21M Sell
7,224
-388
-5% -$134K 0.03% 572
2023
Q2 		$2.69M Buy
7,612
+350
+5% +$111K 0.03% 516
2023
Q1 		$2.43M Buy
7,262
+2,502
+53% +$738K 0.03% 519
2022
Q4 		$1M Sell
4,760
-297
-6% -$59.5K 0.04% 310
2022
Q3 		$1.05M Sell
5,057
-109
-2% -$28.1K 0.04% 259
2022
Q2 		$1.22M Sell
5,166
-413
-7% -$127K 0.05% 222
2022
Q1 		$2.43M Buy
5,579
+359
+7% +$175K 0.09% 148
2021
Q4 		$3.43M Buy
5,220
+543
+12% +$349K 0.11% 117
2021
Q3 		$3.11M Buy
4,677
+710
+18% +$482K 0.11% 119
2021
Q2 		$2.42M Buy
3,967
+588
+17% +$348K 0.1% 130
2021
Q1 		$1.83M Sell
3,379
-52
-2% -$28.7K 0.08% 137
2020
Q4 		$1.83M Buy
3,431
+1,205
+54% +$542K 0.09% 139
2020
Q3 		$729K Buy
2,226
+2,122
+2,040% +$648K 0.04% 217
2020
Q2 		$29K Buy
104
+31
+42% +$6.98K ﹤0.01% 840
2020
Q1 		$13K Sell
73
-22
-23% -$5.27K ﹤0.01% 965
2019
Q4 		$27K Buy
+95
New +$23.7K ﹤0.01% 694

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

Orion Portfolio Solutions's ALGN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Align Technology (ALGN) stake by 68% in Q1 2025, buying an estimated $240K and bringing the position to 3,016 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Orion Portfolio Solutions first reported a position in ALGN in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.43M in Q4 2021. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Orion Portfolio Solutions held 3,016 shares of Align Technology worth $479K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,224 Align Technology shares in Q1 2025, an estimated $240K.
  • Align Technology made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1449 holding.
  • Orion Portfolio Solutions first reported a position in Align Technology in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Align Technology position peaked at $3.43M in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.