S&CO Inc’s Align Technology ALGN Stock Holding History

S&CO Inc’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	-2,093	Closed	-$262K	–	220
2025 Q3	$262K	Hold	2,093	–	–	0.02%	201
2025 Q2	$396K	Hold	2,093	–	–	0.03%	180
2025 Q1	$332K	Buy	+2,093	New	+$411K	0.02%	187

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

S&CO Inc's ALGN Position: Q4 2025 in Review

S&CO Inc sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 2,093 shares — an estimated $262K sold.

S&CO Inc first reported a position in ALGN in Q1 2025 and held it in 3 quarters. The position peaked at $396K in Q2 2025. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

S&CO Inc reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
S&CO Inc sold 2,093 Align Technology shares in Q4 2025, an estimated $262K.
S&CO Inc first reported a position in Align Technology in Q1 2025 and held it in 3 quarters.
S&CO Inc's Align Technology position peaked at $396K in Q2 2025.
666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on S&CO Inc's 13F filing for Q4 2025, filed 5 Feb 2026.