UB
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UMB Bank’s Align Technology ALGN Stock Holding History

UMB Bank’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
2026
Q1 		$316K Buy
1,845
+25
+1% +$4.38K ﹤0.01% 580
2025
Q4 		$284K Buy
1,820
+1,493
+457% +$214K ﹤0.01% 590
2025
Q3 		$40.9K Sell
327
-44
-12% -$6.89K ﹤0.01% 1230
2025
Q2 		$70.2K Sell
371
-3
-0.8% -$530 ﹤0.01% 981
2025
Q1 		$59.4K Sell
374
-223
-37% -$43.8K ﹤0.01% 984
2024
Q4 		$124K Sell
597
-131
-18% -$29.3K ﹤0.01% 644
2024
Q3 		$185K Sell
728
-138
-16% -$32.6K ﹤0.01% 591
2024
Q2 		$209K Sell
866
-144
-14% -$40.1K ﹤0.01% 548
2024
Q1 		$331K Sell
1,010
-20
-2% -$5.87K 0.01% 476
2023
Q4 		$282K Buy
1,030
+18
+2% +$4.27K ﹤0.01% 506
2023
Q3 		$309K Buy
1,012
+4
+0.4% +$1.38K 0.01% 479
2023
Q2 		$356K Sell
1,008
-166
-14% -$52.9K 0.01% 465
2023
Q1 		$392K Buy
1,174
+425
+57% +$125K 0.01% 446
2022
Q4 		$158K Buy
749
+387
+107% +$77.5K ﹤0.01% 618
2022
Q3 		$75K Sell
362
-31
-8% -$7.98K ﹤0.01% 776
2022
Q2 		$93K Buy
393
+129
+49% +$39.6K ﹤0.01% 770
2022
Q1 		$115K Sell
264
-13
-5% -$6.33K ﹤0.01% 753
2021
Q4 		$182K Buy
+277
New +$178K ﹤0.01% 681

Other funds holding ALGN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $43.1B AUM 23.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return