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Ethos Financial Group’s Albemarle ALB Stock Holding History

Ethos Financial Group’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
Q2 		$534K Sell
4,687
-44
-0.9% -$7.76K 0.04% 352
2026
Q1 		$851K Buy
4,731
+2,138
+82% +$365K 0.06% 229
2025
Q4 		$368K Buy
2,593
+43
+2% +$4.88K 0.03% 348
2025
Q3 		$208K Buy
+2,550
New +$197K 0.02% 439
2025
Q2 		– Sell
-3,983
Closed -$344K – 477
2025
Q1 		$344K Hold
3,983
– – 0.03% 300
2024
Q4 		$344K Buy
3,983
+37
+0.9% +$3.69K 0.04% 201
2024
Q3 		$375K Sell
3,946
-307
-7% -$27.3K 0.06% 165
2024
Q2 		$408K Buy
4,253
+53
+1% +$6.3K 0.07% 164
2024
Q1 		$555K Sell
4,200
-16
-0.4% -$1.97K 0.11% 136
2023
Q4 		$611K Sell
4,216
-531
-11% -$72.9K 0.13% 117
2023
Q3 		$809K Sell
4,747
-236
-5% -$47K 0.21% 65
2023
Q2 		$1.1M Hold
4,983
– – 0.37% 44
2023
Q1 		$1.1M Sell
4,983
-68
-1% -$16.8K 0.34% 47
2022
Q4 		$1.1M Buy
+5,051
New +$1.35M 0.37% 45

Other funds holding ALB

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Ethos Financial Group's ALB Position: Q2 2026 in Review

Ethos Financial Group reduced its Albemarle (ALB) stake by 0.93% in Q2 2026, selling an estimated $7.76K and leaving 4,687 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #352.

Ethos Financial Group first reported a position in ALB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q2 2023. 945 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • Ethos Financial Group held 4,687 shares of Albemarle worth $534K as of Q2 2026.
  • Ethos Financial Group sold 44 Albemarle shares in Q2 2026, an estimated $7.76K.
  • Albemarle made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #352 holding.
  • Ethos Financial Group first reported a position in Albemarle in Q4 2022 and has held it in 14 quarters since.
  • Ethos Financial Group's Albemarle position peaked at $1.1M in Q2 2023.
  • 945 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.