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YHB Investment Advisors’s Align Technology ALGN Stock Holding History

YHB Investment 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
Q3 		– Sell
-2,297
Closed -$435K – 300
2025
Q2 		$435K Sell
2,297
-610
-21% -$108K 0.03% 221
2025
Q1 		$462K Sell
2,907
-1,120
-28% -$220K 0.04% 209
2024
Q4 		$840K Sell
4,027
-5,250
-57% -$1.17M 0.07% 159
2024
Q3 		$2.36M Sell
9,277
-444
-5% -$105K 0.2% 102
2024
Q2 		$2.35M Buy
9,721
+1,611
+20% +$449K 0.2% 102
2024
Q1 		$2.66M Sell
8,110
-260
-3% -$76.3K 0.24% 95
2023
Q4 		$2.29M Sell
8,370
-392
-4% -$92.9K 0.22% 100
2023
Q3 		$2.68M Buy
8,762
+141
+2% +$48.7K 0.25% 97
2023
Q2 		$3.05M Buy
8,621
+3,191
+59% +$1.02M 0.28% 92
2023
Q1 		$1.81M Buy
5,430
+585
+12% +$173K 0.18% 110
2022
Q4 		$1.02M Buy
4,845
+48
+1% +$9.61K 0.11% 141
2022
Q3 		$994K Buy
4,797
+93
+2% +$23.9K 0.11% 141
2022
Q2 		$1.11M Buy
4,704
+211
+5% +$64.8K 0.12% 138
2022
Q1 		$1.96M Buy
4,493
+780
+21% +$380K 0.17% 117
2021
Q4 		$2.44M Buy
3,713
+256
+7% +$165K 0.19% 110
2021
Q3 		$2.3M Buy
3,457
+115
+3% +$78.1K 0.2% 111
2021
Q2 		$2.04M Hold
3,342
– – 0.17% 121
2021
Q1 		$2.03M Sell
3,342
-10
-0.3% -$5.53K 0.18% 120
2020
Q4 		$1.79M Sell
3,352
-76
-2% -$34.2K 0.17% 120
2020
Q3 		$1.12M Buy
3,428
+1
+0% +$305 0.12% 147
2020
Q2 		$941K Buy
3,427
+269
+9% +$60.6K 0.14% 112
2020
Q1 		$549K Sell
3,158
-55
-2% -$13.2K 0.09% 121
2019
Q4 		$897K Sell
3,213
-609
-16% -$152K 0.13% 115
2019
Q3 		$691K Buy
3,822
+541
+16% +$112K 0.11% 124
2019
Q2 		$898K Buy
3,281
+3
+0.1% +$906 0.14% 114
2019
Q1 		$932K Buy
3,278
+731
+29% +$174K 0.15% 116
2018
Q4 		$533K Buy
+2,547
New +$644K 0.1% 128

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

YHB Investment Advisors's ALGN Position: Q3 2025 in Review

YHB Investment Advisors sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 2,297 shares — an estimated $435K sold.

YHB Investment Advisors first reported a position in ALGN in Q4 2018 and held it in 27 quarters. The position peaked at $3.05M in Q2 2023. 668 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.

  • YHB Investment Advisors reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 2,297 Align Technology shares in Q3 2025, an estimated $435K.
  • YHB Investment Advisors first reported a position in Align Technology in Q4 2018 and held it in 27 quarters.
  • YHB Investment Advisors's Align Technology position peaked at $3.05M in Q2 2023.
  • 668 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.

Based on YHB Investment Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.