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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's ALB Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Albemarle (ALB) stake by 76% in Q1 2026, buying an estimated $125K and bringing the position to 1,691 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #837.

EverSource Wealth Advisors first reported a position in ALB in Q4 2021 and has held it in 18 quarters since. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • EverSource Wealth Advisors held 1,691 shares of Albemarle worth $304K as of Q1 2026.
  • EverSource Wealth Advisors bought 731 Albemarle shares in Q1 2026, an estimated $125K.
  • Albemarle made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #837 holding.
  • EverSource Wealth Advisors first reported a position in Albemarle in Q4 2021 and has held it in 18 quarters since.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.