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EverSource Wealth Advisors’s Albemarle ALB Stock Holding History

EverSource Wealth Advisors’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 		$190K Sell
1,405
-286
-17% -$50.4K 0.01% 1027
2026
Q1 		$304K Buy
1,691
+731
+76% +$125K 0.01% 837
2025
Q4 		$136K Buy
960
+283
+42% +$32.1K 0.01% 1158
2025
Q3 		$54.9K Buy
677
+104
+18% +$8.02K ﹤0.01% 1638
2025
Q2 		$35.9K Buy
573
+483
+537% +$28.6K ﹤0.01% 1846
2025
Q1 		$6.48K Sell
90
-192
-68% -$15.6K ﹤0.01% 2363
2024
Q4 		$24.3K Sell
282
-542
-66% -$54K ﹤0.01% 1521
2024
Q3 		$78K Buy
824
+3
+0.4% +$266 ﹤0.01% 880
2024
Q2 		$76.9K Sell
821
-80
-9% -$9.51K 0.01% 906
2024
Q1 		$108K Buy
901
+386
+75% +$47.5K 0.01% 678
2023
Q4 		$74.5K Buy
515
+156
+43% +$21.4K 0.01% 749
2023
Q3 		$61K Buy
359
+8
+2% +$1.59K 0.01% 741
2023
Q2 		$78.3K Buy
351
+178
+103% +$36.4K 0.01% 665
2023
Q1 		$38.2K Buy
173
+70
+68% +$17.2K ﹤0.01% 884
2022
Q4 		$22.3K Buy
103
+15
+17% +$4K ﹤0.01% 1031
2022
Q3 		$23K Buy
88
+74
+529% +$18.8K 0.01% 851
2022
Q2 		$3K Buy
14
+12
+600% +$2.68K ﹤0.01% 1373
2022
Q1 		$0 Sell
2
-7
-78% -$1.48K ﹤0.01% 1696
2021
Q4 		$2K Buy
+9
New +$2.23K ﹤0.01% 1497

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

EverSource Wealth Advisors's ALB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Albemarle (ALB) stake by 17% in Q2 2026, selling an estimated $50.4K and leaving 1,405 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #1027.

EverSource Wealth Advisors first reported a position in ALB in Q4 2021 and has held it in 19 quarters since. The position peaked at $304K in Q1 2026. 945 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • EverSource Wealth Advisors held 1,405 shares of Albemarle worth $190K as of Q2 2026.
  • EverSource Wealth Advisors sold 286 Albemarle shares in Q2 2026, an estimated $50.4K.
  • Albemarle made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1027 holding.
  • EverSource Wealth Advisors first reported a position in Albemarle in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Albemarle position peaked at $304K in Q1 2026.
  • 945 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.