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Tortoise Investment Management’s Align Technology ALGN Stock Holding History

Tortoise Investment Management’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
Q3 		– Sell
-4
Closed -$757 – 1556
2025
Q2 		$757 Buy
+4
New +$707 ﹤0.01% 1030
2023
Q4 		– Sell
-2
Closed -$611 – 792
2023
Q3 		$611 Buy
+2
New +$691 ﹤0.01% 754

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Tortoise Investment Management's ALGN Position: Q3 2025 in Review

Tortoise Investment Management sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 4 shares — an estimated $757 sold.

Tortoise Investment Management first reported a position in ALGN in Q3 2023 and held it in 2 quarters. The position peaked at $757 in Q2 2025. 668 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • Tortoise Investment Management reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 Align Technology shares in Q3 2025, an estimated $757.
  • Tortoise Investment Management first reported a position in Align Technology in Q3 2023 and held it in 2 quarters.
  • Tortoise Investment Management's Align Technology position peaked at $757 in Q2 2025.
  • 668 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.