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Everhart Financial Group’s Albemarle ALB Stock Holding History

Everhart 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 		$567K Sell
4,199
-352
-8% -$62.1K 0.04% 259
2026
Q1 		$817K Buy
4,551
+745
+20% +$127K 0.07% 211
2025
Q4 		$538K Buy
3,806
+1,317
+53% +$149K 0.05% 250
2025
Q3 		$202K Buy
+2,489
New +$192K 0.02% 381
2022
Q4 		– Sell
-826
Closed -$218K – 184
2022
Q3 		$218K Buy
+826
New +$210K 0.12% 170

Other funds holding ALB

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Everhart Financial Group reduced its Albemarle (ALB) stake by 7.7% in Q2 2026, selling an estimated $62.1K and leaving 4,199 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #259.

Everhart Financial Group first reported a position in ALB in Q3 2022 and has held it in 5 quarters since. The position peaked at $817K in Q1 2026. 168 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • Everhart Financial Group held 4,199 shares of Albemarle worth $567K as of Q2 2026.
  • Everhart Financial Group sold 352 Albemarle shares in Q2 2026, an estimated $62.1K.
  • Albemarle made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #259 holding.
  • Everhart Financial Group first reported a position in Albemarle in Q3 2022 and has held it in 5 quarters since.
  • Everhart Financial Group's Albemarle position peaked at $817K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.