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Wood Tarver Financial Group’s Align Technology ALGN Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-44
Closed -$8K – 172
2025
Q2 		$8K Hold
44
– – ﹤0.01% 433
2025
Q1 		$6.99K Buy
+44
New +$8.64K ﹤0.01% 437

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $44.7B AUM 17.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Wood Tarver Financial Group's ALGN Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 44 shares — an estimated $8K sold.

Wood Tarver Financial Group first reported a position in ALGN in Q1 2025 and held it in 2 quarters. The position peaked at $8K in Q2 2025. 666 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 44 Align Technology shares in Q3 2025, an estimated $8K.
  • Wood Tarver Financial Group first reported a position in Align Technology in Q1 2025 and held it in 2 quarters.
  • Wood Tarver Financial Group's Align Technology position peaked at $8K in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.