Sound Income Strategies’s Align Technology ALGN Stock Holding History

Sound Income Strategies’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	-3	Closed	-$568	–	1704
2025 Q2	$568	Hold	3	–	–	﹤0.01%	1441
2025 Q1	$477	Hold	3	–	–	﹤0.01%	1419
2024 Q4	$626	Hold	3	–	–	﹤0.01%	1331
2024 Q3	$763	Hold	3	–	–	﹤0.01%	1278
2024 Q2	$724	Hold	3	–	–	﹤0.01%	1243
2024 Q1	$984	Hold	3	–	–	﹤0.01%	1176
2023 Q4	$822	Hold	3	–	–	﹤0.01%	1184
2023 Q3	$916	Hold	3	–	–	﹤0.01%	1009
2023 Q2	$1.06K	Hold	3	–	–	﹤0.01%	969
2023 Q1	$1K	Sell	3 -1	-25%	-$295	﹤0.01%	932
2022 Q4	$844	Hold	4	–	–	﹤0.01%	874
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	756
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	772
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	705
2021 Q4	$3K	Hold	4	–	–	﹤0.01%	648
2021 Q3	$3K	Sell	4 -2	-33%	-$1.36K	﹤0.01%	625
2021 Q2	$4K	Hold	6	–	–	﹤0.01%	616
2021 Q1	$3.25K	Hold	6	–	–	﹤0.01%	694
2020 Q4	$3K	Hold	6	–	–	﹤0.01%	650
2020 Q3	$2K	Buy	6 +3	+100%	+$916	﹤0.01%	645
2020 Q2	$1K	Hold	3	–	–	﹤0.01%	675
2020 Q1	$1K	Hold	3	–	–	﹤0.01%	635
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	605
2019 Q3	$1K	Hold	3	–	–	﹤0.01%	573
2019 Q2	$1K	Hold	3	–	–	﹤0.01%	578
2019 Q1	$1K	Hold	3	–	–	﹤0.01%	582
2018 Q4	$1K	Hold	3	–	–	﹤0.01%	569
2018 Q3	$1K	Hold	3	–	–	﹤0.01%	589
2018 Q2	$1K	Hold	3	–	–	﹤0.01%	541
2018 Q1	$1K	Hold	3	–	–	﹤0.01%	503
2017 Q4	$1K	Buy	+3	New	+$681	﹤0.01%	431

Other funds holding ALGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Sound Income Strategies's ALGN Position: Q3 2025 in Review

Sound Income Strategies sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 3 shares — an estimated $568 sold.

Sound Income Strategies first reported a position in ALGN in Q4 2017 and held it in 31 quarters. The position peaked at $4K in Q2 2021. 667 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

Sound Income Strategies reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 3 Align Technology shares in Q3 2025, an estimated $568.
Sound Income Strategies first reported a position in Align Technology in Q4 2017 and held it in 31 quarters.
Sound Income Strategies's Align Technology position peaked at $4K in Q2 2021.
667 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.