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Unique Wealth Strategies’s Align Technology ALGN Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-4
Closed -$1.31K – 219
2024
Q2 		$1.31K Buy
+4
New +$1.11K ﹤0.01% 524
2024
Q1 		– Sell
-2,950
Closed -$808K – 181
2023
Q4 		$808K Buy
+2,950
New +$699K 0.54% 61

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Unique Wealth Strategies's ALGN Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 4 shares — an estimated $1.31K sold.

Unique Wealth Strategies first reported a position in ALGN in Q4 2023 and held it in 2 quarters. The position peaked at $808K in Q4 2023. 733 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 4 Align Technology shares in Q3 2024, an estimated $1.31K.
  • Unique Wealth Strategies first reported a position in Align Technology in Q4 2023 and held it in 2 quarters.
  • Unique Wealth Strategies's Align Technology position peaked at $808K in Q4 2023.
  • 733 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.