Whipplewood Advisors’s Align Technology ALGN Stock Holding History

Whipplewood Advisors’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	-1	Closed	-$209	–	1210
2024 Q4	$209	Buy	+1	New	+$223	﹤0.01%	1162

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Whipplewood Advisors's ALGN Position: Q1 2025 in Review

Whipplewood Advisors sold out of Align Technology (ALGN) in Q1 2025, closing a stake of 1 share — an estimated $209 sold.

Whipplewood Advisors first reported a position in ALGN in Q4 2024 and held it in 1 quarter. The position peaked at $209 in Q4 2024. 691 funds tracked by Wall St. Rank hold ALGN as of Q1 2025.

Whipplewood Advisors reported no remaining Align Technology position as of Q1 2025 after selling out during the quarter.
Whipplewood Advisors sold 1 Align Technology share in Q1 2025, an estimated $209.
Whipplewood Advisors first reported a position in Align Technology in Q4 2024 and held it in 1 quarter.
Whipplewood Advisors's Align Technology position peaked at $209 in Q4 2024.
691 funds tracked by Wall St. Rank held Align Technology as of Q1 2025.

Based on Whipplewood Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.