SW
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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 $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 $43.1B AUM 23.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return