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SVB Wealth’s Align Technology ALGN Stock Holding History

SVB Wealth’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
Q2 		– Sell
-229
Closed -$36.4K – 487
2025
Q1 		$36.4K Buy
+229
New +$45K ﹤0.01% 608
2024
Q2 		– Sell
-732
Closed -$240K – 750
2024
Q1 		$240K Buy
+732
New +$215K 0.01% 700
2023
Q3 		– Sell
-644
Closed -$228K – 867
2023
Q2 		$228K Sell
644
-152
-19% -$48.4K ﹤0.01% 780
2023
Q1 		$266K Buy
+796
New +$235K ﹤0.01% 771
2021
Q4 		– Sell
-479
Closed -$319K – 808
2021
Q3 		$319K Buy
479
+148
+45% +$101K ﹤0.01% 760
2021
Q2 		$202K Buy
+331
New +$196K ﹤0.01% 890
2015
Q2 		– Sell
-8,651
Closed -$465K – 561
2015
Q1 		$465K Buy
+8,651
New +$493K 0.02% 428

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 $3.38T AUM 44.17% 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 $45.5B AUM 15.2% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SVB Wealth's ALGN Position: Q2 2025 in Review

SVB Wealth sold out of Align Technology (ALGN) in Q2 2025, closing a stake of 229 shares — an estimated $36.4K sold.

SVB Wealth first reported a position in ALGN in Q1 2015 and held it in 7 quarters. The position peaked at $465K in Q1 2015. 704 funds tracked by Wall St. Rank hold ALGN as of Q2 2025.

  • SVB Wealth reported no remaining Align Technology position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 229 Align Technology shares in Q2 2025, an estimated $36.4K.
  • SVB Wealth first reported a position in Align Technology in Q1 2015 and held it in 7 quarters.
  • SVB Wealth's Align Technology position peaked at $465K in Q1 2015.
  • 704 funds tracked by Wall St. Rank held Align Technology as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.