SAM
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Smartleaf Asset Management’s Align Technology ALGN Stock Holding History

Smartleaf Asset 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
2026
Q1 		$151K Sell
908
-441
-33% -$77.2K 0.01% 911
2025
Q4 		$213K Buy
1,349
+193
+17% +$27.7K 0.01% 775
2025
Q3 		$146K Buy
1,156
+430
+59% +$67.4K 0.01% 864
2025
Q2 		$137K Buy
726
+104
+17% +$18.4K 0.01% 729
2025
Q1 		$99K Sell
622
-144
-19% -$28.3K 0.01% 837
2024
Q4 		$158K Buy
766
+64
+9% +$14.3K 0.02% 633
2024
Q3 		$179K Buy
702
+185
+36% +$43.7K 0.02% 526
2024
Q2 		$126K Buy
517
+46
+10% +$12.8K 0.02% 509
2024
Q1 		$154K Buy
471
+189
+67% +$55.5K 0.03% 420
2023
Q4 		$78K Buy
+282
New +$66.8K 0.02% 465

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