SWIM
ALGN icon

Smallwood Wealth Investment Management’s Align Technology ALGN Stock Holding History

Smallwood Wealth Investment Management’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
Closed -$250 – 519
2025
Q3 		$250 Hold
2
– – ﹤0.01% 472
2025
Q2 		$378 Hold
2
– – ﹤0.01% 513
2025
Q1 		$317 Buy
+2
New +$393 ﹤0.01% 456

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Smallwood Wealth Investment Management's ALGN Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 2 shares — an estimated $250 sold.

Smallwood Wealth Investment Management first reported a position in ALGN in Q1 2025 and held it in 3 quarters. The position peaked at $378 in Q2 2025. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 2 Align Technology shares in Q4 2025, an estimated $250.
  • Smallwood Wealth Investment Management first reported a position in Align Technology in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's Align Technology position peaked at $378 in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.