RIL
ALGN icon

Rothschild Investment LLC’s Align Technology ALGN Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$342K Buy
1,997
+6
+0.3% +$1.05K 0.02% 515
2025
Q4 		$311K Buy
1,991
+1,683
+546% +$241K 0.02% 489
2025
Q3 		$38.6K Buy
308
+159
+107% +$24.9K ﹤0.01% 1073
2025
Q2 		$28.2K Buy
149
+87
+140% +$15.4K ﹤0.01% 934
2025
Q1 		$9.85K Buy
62
+36
+138% +$7.07K ﹤0.01% 1175
2024
Q4 		$5.42K Sell
26
-132
-84% -$29.5K ﹤0.01% 1322
2024
Q3 		$40.2K Buy
158
+52
+49% +$12.3K ﹤0.01% 833
2024
Q2 		$25.6K Buy
106
+23
+28% +$6.4K ﹤0.01% 916
2024
Q1 		$27.2K Buy
83
+46
+124% +$13.5K ﹤0.01% 854
2023
Q4 		$10.1K Buy
+37
New +$8.77K ﹤0.01% 993

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $43.1B AUM 23.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return