ZWJ Investment Counsel’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,500
| Closed | -$284K | – | 247 |
|
|
2025
Q2 | $284K | Hold |
1,500
| – | – | 0.01% | 177 |
|
|
2025
Q1 | $238K | Hold |
1,500
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $313K | Hold |
1,500
| – | – | 0.01% | 183 |
|
|
2024
Q3 | $381K | Hold |
1,500
| – | – | 0.02% | 171 |
|
|
2024
Q2 | $362K | Hold |
1,500
| – | – | 0.02% | 173 |
|
|
2024
Q1 | $492K | Hold |
1,500
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $411K | Sell |
1,500
-84
| -5% | -$19.9K | 0.02% | 145 |
|
|
2023
Q3 | $484K | Buy |
+1,584
| New | +$547K | 0.03% | 131 |
|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$501K | – | 193 |
|
|
2023
Q1 | $501K | Hold |
1,500
| – | – | 0.03% | 129 |
|
|
2022
Q4 | $316K | Hold |
1,500
| – | – | 0.02% | 149 |
|
|
2022
Q3 | $311K | Hold |
1,500
| – | – | 0.02% | 146 |
|
|
2022
Q2 | $355K | Hold |
1,500
| – | – | 0.02% | 147 |
|
|
2022
Q1 | $654K | Hold |
1,500
| – | – | 0.03% | 115 |
|
|
2021
Q4 | $986K | Buy |
+1,500
| New | +$964K | 0.05% | 102 |
|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$917K | – | 172 |
|
|
2021
Q2 | $917K | Hold |
1,500
| – | – | 0.05% | 102 |
|
|
2021
Q1 | $812K | Hold |
1,500
| – | – | 0.05% | 104 |
|
|
2020
Q4 | $802K | Sell |
1,500
-100
| -6% | -$45K | 0.05% | 100 |
|
|
2020
Q3 | $524K | Hold |
1,600
| – | – | 0.04% | 107 |
|
|
2020
Q2 | $439K | Sell |
1,600
-665
| -29% | -$150K | 0.04% | 108 |
|
|
2020
Q1 | $394K | Buy |
2,265
+665
| +42% | +$159K | 0.04% | 151 |
|
|
2019
Q4 | $446K | Hold |
1,600
| – | – | 0.03% | 156 |
|
|
2019
Q3 | $289K | Hold |
1,600
| – | – | 0.02% | 132 |
|
|
2019
Q2 | $438K | Hold |
1,600
| – | – | 0.03% | 116 |
|
|
2019
Q1 | $455K | Sell |
1,600
-3
| -0.2% | -$716 | 0.04% | 111 |
|
|
2018
Q4 | $336K | Buy |
1,603
+3
| +0.2% | +$758 | 0.03% | 126 |
|
|
2018
Q3 | $626K | Hold |
1,600
| – | – | 0.05% | 101 |
|
|
2018
Q2 | $547K | Hold |
1,600
| – | – | 0.05% | 104 |
|
|
2018
Q1 | $402K | Hold |
1,600
| – | – | 0.04% | 111 |
|
|
2017
Q4 | $356K | Hold |
1,600
| – | – | 0.03% | 209 |
|
|
2017
Q3 | $298K | Hold |
1,600
| – | – | 0.02% | 218 |
|
|
2017
Q2 | $240K | Buy |
+1,600
| New | +$217K | 0.02% | 266 |
|
Other funds holding ALGN
ZWJ Investment Counsel's ALGN Position: Q3 2025 in Review
ZWJ Investment Counsel sold out of Align Technology (ALGN) in Q3 2025, closing a stake of 1,500 shares — an estimated $284K sold.
ZWJ Investment Counsel first reported a position in ALGN in Q2 2017 and held it in 31 quarters. The position peaked at $986K in Q4 2021. 669 funds tracked by Wall St. Rank hold ALGN as of Q3 2025.
- ZWJ Investment Counsel reported no remaining Align Technology position as of Q3 2025 after selling out during the quarter.
- ZWJ Investment Counsel sold 1,500 Align Technology shares in Q3 2025, an estimated $284K.
- ZWJ Investment Counsel first reported a position in Align Technology in Q2 2017 and held it in 31 quarters.
- ZWJ Investment Counsel's Align Technology position peaked at $986K in Q4 2021.
- 669 funds tracked by Wall St. Rank held Align Technology as of Q3 2025.
Based on ZWJ Investment Counsel's 13F filing for Q3 2025, filed 15 Oct 2025.