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Strategic Investment Advisors’s Align Technology ALGN Stock Holding History

Strategic Investment Advisors’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
-2,835
Closed -$355K – 242
2025
Q3 		$355K Buy
+2,835
New +$444K 0.03% 200

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Investment Advisors's ALGN Position: Q4 2025 in Review

Strategic Investment Advisors sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 2,835 shares — an estimated $355K sold.

Strategic Investment Advisors first reported a position in ALGN in Q3 2025 and held it in 1 quarter. The position peaked at $355K in Q3 2025. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

  • Strategic Investment Advisors reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 2,835 Align Technology shares in Q4 2025, an estimated $355K.
  • Strategic Investment Advisors first reported a position in Align Technology in Q3 2025 and held it in 1 quarter.
  • Strategic Investment Advisors's Align Technology position peaked at $355K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Strategic Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.