SWA
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Stratos Wealth Advisors’s Align Technology ALGN Stock Holding History

Stratos Wealth 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
Q1 		– Sell
-1,123
Closed -$234K – 665
2024
Q4 		$234K Buy
1,123
+1
+0.1% +$223 0.01% 637
2024
Q3 		$285K Buy
1,122
+11
+1% +$2.6K 0.01% 617
2024
Q2 		$268K Buy
1,111
+1
+0.1% +$278 0.01% 594
2024
Q1 		$364K Hold
1,110
– – 0.02% 520
2023
Q4 		$304K Sell
1,110
-14
-1% -$3.32K 0.02% 550
2023
Q3 		$343K Buy
1,124
+384
+52% +$133K 0.02% 496
2023
Q2 		$262K Sell
740
-2
-0.3% -$637 0.02% 543
2023
Q1 		$248K Buy
+742
New +$219K 0.02% 533
2021
Q2 		– Sell
-431
Closed -$233K – 529
2021
Q1 		$233K Buy
+431
New +$238K 0.02% 440

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return