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Portside Wealth Group’s Align Technology ALGN Stock Holding History

Portside Wealth Group’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
Q3 		– Sell
-1,546
Closed -$293K – 483
2025
Q2 		$293K Buy
+1,546
New +$273K 0.04% 365
2024
Q4 		– Sell
-936
Closed -$238K – 419
2024
Q3 		$238K Buy
+936
New +$221K 0.04% 349
2024
Q2 		– Sell
-3,856
Closed -$1.26M – 365
2024
Q1 		$1.26M Sell
3,856
-291
-7% -$85.4K 0.23% 102
2023
Q4 		$1.14M Sell
4,147
-555
-12% -$132K 0.21% 113
2023
Q3 		$1.44M Sell
4,702
-29
-0.6% -$10K 0.27% 94
2023
Q2 		$1.67M Buy
+4,731
New +$1.51M 0.31% 86

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Portside Wealth Group's ALGN Position: Q3 2025 in Review

Portside Wealth Group sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 1,546 shares — an estimated $293K sold.

Portside Wealth Group first reported a position in ALGN in Q2 2023 and held it in 6 quarters. The position peaked at $1.67M in Q2 2023. 668 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • Portside Wealth Group reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
  • Portside Wealth Group sold 1,546 Align Technology shares in Q3 2025, an estimated $293K.
  • Portside Wealth Group first reported a position in Align Technology in Q2 2023 and held it in 6 quarters.
  • Portside Wealth Group's Align Technology position peaked at $1.67M in Q2 2023.
  • 668 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Portside Wealth Group's 13F filing for Q3 2025, filed 5 Nov 2025.