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Centricity Wealth Management’s Albemarle ALB Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$28.2K Hold
450
– – 0.02% 220
2025
Q1 		$32.4K Hold
450
– – 0.03% 208
2024
Q4 		$38.7K Buy
+450
New +$44.8K 0.04% 192

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Centricity Wealth Management's ALB Position: Q2 2025 in Review

Centricity Wealth Management held its Albemarle (ALB) position steady in Q2 2025 at 450 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #220.

Centricity Wealth Management first reported a position in ALB in Q4 2024 and has held it in 3 quarters since. The position peaked at $38.7K in Q4 2024. 697 funds tracked by Wall St. Rank hold ALB as of Q2 2025.

  • Centricity Wealth Management held 450 shares of Albemarle worth $28.2K as of Q2 2025.
  • Centricity Wealth Management left its Albemarle share count unchanged in Q2 2025.
  • Albemarle made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #220 holding.
  • Centricity Wealth Management first reported a position in Albemarle in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Albemarle position peaked at $38.7K in Q4 2024.
  • 697 funds tracked by Wall St. Rank held Albemarle as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.