Wealthspire Advisors (New York)’s Align Technology ALGN Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-83	Closed	-$10.4K	–	1093
2025 Q3	$10.4K	Buy	+83	New	+$13K	﹤0.01%	1997
2022 Q1	–	Sell	-619	Closed	-$407K	–	435
2021 Q4	$407K	Buy	+619	New	+$398K	0.01%	357
2021 Q2	–	Sell	-3,170	Closed	-$1.72M	–	378
2021 Q1	$1.72M	Sell	3,170 -1,080	-25%	-$597K	0.04%	187
2020 Q4	$2.27M	Buy	4,250 +779	+22%	+$350K	0.07%	124
2020 Q3	$1.14M	Sell	3,471 -122	-3%	-$37.2K	0.07%	119
2020 Q2	$986K	Buy	3,593 +570	+19%	+$128K	0.07%	109
2020 Q1	$526K	Buy	3,023 +1,682	+125%	+$403K	0.02%	285
2019 Q4	$374K	Buy	1,341 +9	+0.7%	+$2.24K	0.03%	123
2019 Q3	$241K	Buy	1,332 +531	+66%	+$110K	0.02%	139
2019 Q2	$219K	Buy	+801	New	+$242K	0.02%	90
2019 Q1	–	Sell	-144	Closed	-$30K	–	74
2018 Q4	$30K	Buy	+144	New	+$36.4K	﹤0.01%	254

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s ALGN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Align Technology (ALGN) in Q4 2025, closing a stake of 83 shares — an estimated $10.4K sold.

Wealthspire Advisors (New York) first reported a position in ALGN in Q4 2018 and held it in 11 quarters. The position peaked at $2.27M in Q4 2020. 666 funds tracked by Wall St. Rank hold ALGN as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Align Technology position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 83 Align Technology shares in Q4 2025, an estimated $10.4K.
Wealthspire Advisors (New York) first reported a position in Align Technology in Q4 2018 and held it in 11 quarters.
Wealthspire Advisors (New York)'s Align Technology position peaked at $2.27M in Q4 2020.
666 funds tracked by Wall St. Rank held Align Technology as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.