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Smith Group Asset Management’s Align Technology ALGN Stock Holding History

Smith Group 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
2025
Q3 		– Sell
-1,700
Closed -$322K – 173
2025
Q2 		$322K Buy
+1,700
New +$300K 0.02% 154
2022
Q1 		– Sell
-26,320
Closed -$17.3M – 275
2021
Q4 		$17.3M Hold
26,320
– – 0.79% 39
2021
Q3 		$17.5M Buy
26,320
+10,750
+69% +$7.3M 0.89% 41
2021
Q2 		$9.51M Buy
+15,570
New +$9.21M 0.47% 55
2018
Q4 		– Sell
-41,982
Closed -$16.4M – 448
2018
Q3 		$16.4M Sell
41,982
-4,590
-10% -$1.69M 0.47% 64
2018
Q2 		$15.9M Buy
46,572
+1,950
+4% +$582K 0.46% 66
2018
Q1 		$11.2M Sell
44,622
-109,478
-71% -$28.1M 0.37% 68
2017
Q4 		$34.2M Sell
154,100
-49,250
-24% -$11.2M 1.08% 27
2017
Q3 		$37.9M Sell
203,350
-82,850
-29% -$14.2M 1.27% 18
2017
Q2 		$43M Sell
286,200
-50,510
-15% -$6.85M 1.32% 19
2017
Q1 		$38.6M Sell
336,710
-23,360
-6% -$2.36M 1.12% 31
2016
Q4 		$34.6M Sell
360,070
-2,130
-0.6% -$198K 1.01% 36
2016
Q3 		$34M Buy
+362,200
New +$32.8M 1% 38
2015
Q1 		– Sell
-391,779
Closed -$22M – 410
2014
Q4 		$22M Buy
391,779
+4,373
+1% +$231K 0.77% 49
2014
Q3 		$19.9M Sell
387,406
-6,871
-2% -$374K 0.74% 57
2014
Q2 		$22.2M Sell
394,277
-730
-0.2% -$38K 0.82% 55
2014
Q1 		$20.5M Sell
395,007
-10,684
-3% -$598K 0.78% 64
2013
Q4 		$23.5M Buy
+405,691
New +$21.8M 0.89% 44

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 $427B AUM 29.17% 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 $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Smith Group Asset Management's ALGN Position: Q3 2025 in Review

Smith Group Asset Management sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 1,700 shares — an estimated $322K sold.

Smith Group Asset Management first reported a position in ALGN in Q4 2013 and held it in 18 quarters. The position peaked at $43M in Q2 2017. 667 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • Smith Group Asset Management reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
  • Smith Group Asset Management sold 1,700 Align Technology shares in Q3 2025, an estimated $322K.
  • Smith Group Asset Management first reported a position in Align Technology in Q4 2013 and held it in 18 quarters.
  • Smith Group Asset Management's Align Technology position peaked at $43M in Q2 2017.
  • 667 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Smith Group Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.