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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Valmark Advisers's ALGN Position: Q4 2024 in Review

Valmark Advisers sold out of Align Technology (ALGN) in Q4 2024, closing a stake of 1,950 shares — an estimated $496K sold.

Valmark Advisers first reported a position in ALGN in Q1 2023 and held it in 7 quarters. The position peaked at $1.28M in Q4 2023. 723 funds tracked by Wall St. Rank hold ALGN as of Q4 2024.

  • Valmark Advisers reported no remaining Align Technology position as of Q4 2024 after selling out during the quarter.
  • Valmark Advisers sold 1,950 Align Technology shares in Q4 2024, an estimated $496K.
  • Valmark Advisers first reported a position in Align Technology in Q1 2023 and held it in 7 quarters.
  • Valmark Advisers's Align Technology position peaked at $1.28M in Q4 2023.
  • 723 funds tracked by Wall St. Rank held Align Technology as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.