VA
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Valmark Advisers’s Align Technology ALGN Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-1,950
Closed -$496K – 592
2024
Q3 		$496K Sell
1,950
-19
-1% -$4.48K 0.01% 413
2024
Q2 		$475K Sell
1,969
-40
-2% -$11.1K 0.01% 399
2024
Q1 		$659K Sell
2,009
-2,673
-57% -$784K 0.01% 336
2023
Q4 		$1.28M Buy
4,682
+1,235
+36% +$293K 0.02% 213
2023
Q3 		$1.05M Buy
3,447
+999
+41% +$345K 0.02% 217
2023
Q2 		$866K Sell
2,448
-145
-6% -$46.2K 0.02% 247
2023
Q1 		$866K Buy
+2,593
New +$765K 0.02% 238

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return