Orion Portfolio Solutions’s Align Technology ALGN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$479K Buy
3,016
+1,224
+68% +$194K ﹤0.01% 1449
2024
Q4
$374K Sell
1,792
-1,166
-39% -$243K ﹤0.01% 1454
2024
Q3
$752K Buy
2,958
+37
+1% +$9.41K 0.01% 1175
2024
Q2
$705K Sell
2,921
-4,397
-60% -$1.06M 0.01% 1146
2024
Q1
$2.4M Buy
7,318
+892
+14% +$293K 0.03% 575
2023
Q4
$1.76M Sell
6,426
-798
-11% -$219K 0.02% 699
2023
Q3
$2.21M Sell
7,224
-388
-5% -$118K 0.03% 572
2023
Q2
$2.69M Buy
7,612
+350
+5% +$124K 0.03% 516
2023
Q1
$2.43M Buy
7,262
+2,502
+53% +$836K 0.03% 519
2022
Q4
$1M Sell
4,760
-297
-6% -$62.6K 0.04% 310
2022
Q3
$1.05M Sell
5,057
-109
-2% -$22.6K 0.04% 259
2022
Q2
$1.22M Sell
5,166
-413
-7% -$97.8K 0.05% 222
2022
Q1
$2.43M Buy
5,579
+359
+7% +$156K 0.09% 148
2021
Q4
$3.43M Buy
5,220
+543
+12% +$357K 0.11% 117
2021
Q3
$3.11M Buy
4,677
+710
+18% +$472K 0.11% 119
2021
Q2
$2.42M Buy
3,967
+588
+17% +$359K 0.1% 130
2021
Q1
$1.83M Sell
3,379
-52
-2% -$28.2K 0.08% 137
2020
Q4
$1.83M Buy
3,431
+1,205
+54% +$644K 0.09% 139
2020
Q3
$729K Buy
2,226
+2,122
+2,040% +$695K 0.04% 217
2020
Q2
$29K Buy
104
+31
+42% +$8.64K ﹤0.01% 840
2020
Q1
$13K Sell
73
-22
-23% -$3.92K ﹤0.01% 965
2019
Q4
$27K Buy
+95
New +$27K ﹤0.01% 694