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Pacific Capital Wealth Advisors’s Align Technology ALGN Stock Holding History

Pacific Capital 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
Q1 		– Sell
-32
Closed -$6.67K – 96
2024
Q4 		$6.67K Hold
32
– – ﹤0.01% 302
2024
Q3 		$8.14K Hold
32
– – ﹤0.01% 315
2024
Q2 		$7.73K Hold
32
– – ﹤0.01% 341
2024
Q1 		$10.5K Hold
32
– – ﹤0.01% 225
2023
Q4 		$8.77K Buy
+32
New +$7.59K ﹤0.01% 227
2020
Q4 		– Sell
-32
Closed -$10K – 71
2020
Q3 		$10K Buy
+32
New +$9.77K 0.01% 172

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

Pacific Capital Wealth Advisors's ALGN Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 32 shares — an estimated $6.67K sold.

Pacific Capital Wealth Advisors first reported a position in ALGN in Q3 2020 and held it in 6 quarters. The position peaked at $10.5K in Q1 2024. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 32 Align Technology shares in Q1 2025, an estimated $6.67K.
  • Pacific Capital Wealth Advisors first reported a position in Align Technology in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Align Technology position peaked at $10.5K in Q1 2024.
  • 691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.