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Stonehage Fleming Financial Services’s Align Technology ALGN Stock Holding History

Stonehage Fleming Financial Services’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 		$646K Sell
3,769
-135
-3% -$23.6K 0.02% 102
2025
Q4 		$610K Buy
3,904
+606
+18% +$86.8K 0.02% 89
2025
Q3 		$413K Buy
3,298
+636
+24% +$99.6K 0.01% 114
2025
Q2 		$504K Buy
+2,662
New +$470K 0.01% 102
2025
Q1 		– Sell
-2,299
Closed -$479K – 195
2024
Q4 		$479K Hold
2,299
– – 0.01% 107
2024
Q3 		$585K Sell
2,299
-8
-0.3% -$1.89K 0.02% 96
2024
Q2 		$557K Buy
+2,307
New +$642K 0.01% 86
2024
Q1 		– Sell
-2,352
Closed -$644K – 183
2023
Q4 		$644K Buy
2,352
+745
+46% +$177K 0.02% 81
2023
Q3 		$494K Sell
1,607
-130
-7% -$44.9K 0.04% 111
2023
Q2 		$594K Buy
+1,737
New +$553K 0.02% 95

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