Balboa Wealth Partners’s Albemarle ALB Stock Holding History

Balboa Wealth Partners’s Portfolio ALB Stock Details ALB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$596K	Sell	3,322 -330	-9%	-$56.3K	0.1%	171
2025 Q4	$517K	Buy	3,652 +502	+16%	+$57K	0.09%	188
2025 Q3	$255K	Sell	3,150 -137	-4%	-$10.6K	0.04%	308
2025 Q2	$206K	Sell	3,287 -2,050	-38%	-$121K	0.04%	318
2025 Q1	$384K	Hold	5,337	–	–	0.09%	157
2024 Q4	$459K	Hold	5,337	–	–	0.1%	150
2024 Q3	$505K	Sell	5,337 -339	-6%	-$30.1K	0.13%	141
2024 Q2	$542K	Buy	5,676 +142	+3%	+$16.9K	0.14%	126
2024 Q1	$729K	Sell	5,534 -858	-13%	-$106K	0.21%	85
2023 Q4	$924K	Sell	6,392 -1,742	-21%	-$239K	0.31%	63
2023 Q3	$1.38M	Buy	8,134 +2,442	+43%	+$486K	0.52%	30
2023 Q2	$1.27M	Buy	5,692 +791	+16%	+$162K	0.44%	36
2023 Q1	$1.08M	Buy	4,901 +1,526	+45%	+$376K	0.41%	47
2022 Q4	$732K	Buy	3,375 +475	+16%	+$127K	0.33%	72
2022 Q3	$767K	Buy	+2,900	New	+$737K	0.34%	61

Other funds holding ALB

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return