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Pacific Capital Partners’s Align Technology ALGN Stock Holding History

Pacific Capital Partners’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
2024
Q4 		– Sell
-1,839
Closed -$468K – 51
2024
Q3 		$468K Hold
1,839
– – 0.27% 53
2024
Q2 		$444K Hold
1,839
– – 0.29% 58
2024
Q1 		$603K Hold
1,839
– – 0.39% 54
2023
Q4 		$504K Buy
1,839
+33
+2% +$7.82K 0.38% 53
2023
Q3 		$551K Buy
+1,806
New +$624K 0.33% 54

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pacific Capital Partners's ALGN Position: Q4 2024 in Review

Pacific Capital Partners sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 1,839 shares — an estimated $468K sold.

Pacific Capital Partners first reported a position in ALGN in Q3 2023 and held it in 5 quarters. The position peaked at $603K in Q1 2024. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Pacific Capital Partners reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Partners sold 1,839 Align Technology shares in Q4 2024, an estimated $468K.
  • Pacific Capital Partners first reported a position in Align Technology in Q3 2023 and held it in 5 quarters.
  • Pacific Capital Partners's Align Technology position peaked at $603K in Q1 2024.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Pacific Capital Partners's 13F filing for Q4 2024, filed 8 May 2025.