WA
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WealthTrust Axiom’s Align Technology ALGN Stock Holding History

WealthTrust Axiom’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
Q1 		– Sell
-963
Closed -$201K – 257
2024
Q4 		$201K Sell
963
-11
-1% -$2.46K 0.06% 233
2024
Q3 		$248K Hold
974
– – 0.07% 210
2024
Q2 		$235K Hold
974
– – 0.08% 204
2024
Q1 		$319K Hold
974
– – 0.1% 174
2023
Q4 		$267K Sell
974
-950
-49% -$225K 0.09% 190
2023
Q3 		$587K Sell
1,924
-400
-17% -$138K 0.21% 100
2023
Q2 		$822K Hold
2,324
– – 0.27% 82
2023
Q1 		$777K Buy
2,324
+100
+4% +$29.5K 0.26% 82
2022
Q4 		$469K Buy
2,224
+540
+32% +$108K 0.16% 128
2022
Q3 		$348K Buy
1,684
+750
+80% +$193K 0.13% 146
2022
Q2 		$221K Buy
934
+350
+60% +$108K 0.08% 203
2022
Q1 		$254K Buy
+584
New +$284K 0.08% 198
2015
Q3 		– Sell
-5,000
Closed -$313K – 223
2015
Q2 		$313K Hold
5,000
– – 0.12% 142
2015
Q1 		$268K Hold
5,000
– – 0.1% 163
2014
Q4 		$279K Hold
5,000
– – 0.1% 160
2014
Q3 		$258K Hold
5,000
– – 0.09% 165
2014
Q2 		$280K Hold
5,000
– – 0.09% 155
2014
Q1 		$258K Sell
5,000
-70
-1% -$3.92K 0.09% 153
2013
Q4 		$289K Hold
5,070
– – 0.11% 128
2013
Q3 		$243K Buy
+5,070
New +$221K 0.1% 139

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return