Dakota Wealth Management’s Albemarle ALB Stock Holding History

Dakota 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
2026 Q1	$353K	Buy	+1,967	New	+$336K	0.01%	616
2024 Q1	–	Sell	-9,501	Closed	-$1.37M	–	722
2023 Q4	$1.37M	Buy	9,501 +8,006	+536%	+$1.1M	0.05%	266
2023 Q3	$254K	Sell	1,495 -9	-0.6%	-$1.79K	0.01%	531
2023 Q2	$335K	Buy	1,504 +3	+0.2%	+$614	0.02%	458
2023 Q1	$332K	Buy	1,501 +100	+7%	+$24.6K	0.02%	445
2022 Q4	$304K	Sell	1,401 -38	-3%	-$10.1K	0.02%	444
2022 Q3	$381K	Sell	1,439 -304	-17%	-$77.3K	0.03%	386
2022 Q2	$364K	Sell	1,743 -427	-20%	-$95.3K	0.03%	339
2022 Q1	$480K	Buy	+2,170	New	+$458K	0.04%	290

Other funds holding ALB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Dakota Wealth Management's ALB Position: Q1 2026 in Review

Dakota Wealth Management opened a new position in Albemarle (ALB) in Q1 2026: 1,967 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in ALB as recently as Q4 2023.

Dakota Wealth Management first reported a position in ALB in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.37M in Q4 2023. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Dakota Wealth Management held 1,967 shares of Albemarle worth $353K as of Q1 2026.
Albemarle was a new Dakota Wealth Management position in Q1 2026.
Albemarle made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #616 holding.
Dakota Wealth Management first reported a position in Albemarle in Q1 2022 and has held it in 9 quarters since.
Dakota Wealth Management's Albemarle position peaked at $1.37M in Q4 2023.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.