UOC
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UBS O'Connor’s Align Technology ALGN Stock Holding History

UBS O'Connor’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
-12,755
Closed -$2.41M – 282
2025
Q2 		$2.41M Buy
12,755
+3,705
+41% +$655K 0.07% 140
2025
Q1 		$1.44M Buy
9,050
+1,800
+25% +$353K 0.03% 152
2024
Q4 		$1.51M Buy
7,250
+1,800
+33% +$402K 0.04% 188
2024
Q3 		$1.39M Buy
5,450
+3,416
+168% +$806K 0.03% 238
2024
Q2 		$491K Buy
+2,034
New +$566K 0.01% 368
2023
Q4 		– Sell
-5,300
Closed -$1.62M – 510
2023
Q3 		$1.62M Buy
5,300
+409
+8% +$141K 0.03% 270
2023
Q2 		$1.73M Sell
4,891
-234
-5% -$74.5K 0.04% 323
2023
Q1 		$1.71M Buy
+5,125
New +$1.51M 0.04% 349

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return