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Outlook Wealth Advisors’s Align Technology ALGN Stock Holding History

Outlook Wealth Advisors’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
Q4 		– Sell
-3,186
Closed -$399K – 299
2025
Q3 		$399K Buy
+3,186
New +$499K 0.1% 185
2019
Q1 		– Sell
-150
Closed -$315K – 147
2018
Q4 		$315K Buy
+150
New +$37.9K 0.14% 148

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Outlook Wealth Advisors's ALGN Position: Q4 2025 in Review

Outlook Wealth Advisors sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 3,186 shares — an estimated $399K sold.

Outlook Wealth Advisors first reported a position in ALGN in Q4 2018 and held it in 2 quarters. The position peaked at $399K in Q3 2025. 665 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

  • Outlook Wealth Advisors reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,186 Align Technology shares in Q4 2025, an estimated $399K.
  • Outlook Wealth Advisors first reported a position in Align Technology in Q4 2018 and held it in 2 quarters.
  • Outlook Wealth Advisors's Align Technology position peaked at $399K in Q3 2025.
  • 665 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Outlook Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.