WA
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Wealth Alliance’s Align Technology ALGN Stock Holding History

Wealth Alliance’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 		$234K Buy
+1,364
New +$239K 0.02% 493
2023
Q4 		– Sell
-771
Closed -$235K – 511
2023
Q3 		$235K Sell
771
-136
-15% -$47K 0.04% 422
2023
Q2 		$321K Buy
907
+46
+5% +$14.6K 0.05% 355
2023
Q1 		$288K Buy
+861
New +$254K 0.05% 377
2022
Q2 		– Sell
-539
Closed -$235K – 442
2022
Q1 		$235K Sell
539
-225
-29% -$110K 0.05% 387
2021
Q4 		$502K Buy
764
+3
+0.4% +$1.93K 0.1% 220
2021
Q3 		$507K Sell
761
-26
-3% -$17.7K 0.11% 196
2021
Q2 		$481K Sell
787
-65
-8% -$38.5K 0.11% 201
2021
Q1 		$461K Sell
852
-249
-23% -$138K 0.13% 190
2020
Q4 		$588K Buy
1,101
+57
+5% +$25.6K 0.17% 145
2020
Q3 		$342K Sell
1,044
-98
-9% -$29.9K 0.12% 203
2020
Q2 		$313K Buy
+1,142
New +$257K 0.12% 208

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