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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Stratos Wealth Advisors's ALGN Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 1,123 shares — an estimated $234K sold.

Stratos Wealth Advisors first reported a position in ALGN in Q1 2021 and held it in 9 quarters. The position peaked at $364K in Q1 2024. 692 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,123 Align Technology shares in Q1 2025, an estimated $234K.
  • Stratos Wealth Advisors first reported a position in Align Technology in Q1 2021 and held it in 9 quarters.
  • Stratos Wealth Advisors's Align Technology position peaked at $364K in Q1 2024.
  • 692 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.