Heartwood Wealth Advisors’s Albemarle ALB Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-8	Closed	-$649	–	220
2025 Q3	$649	Buy	+8	New	+$617	﹤0.01%	580

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heartwood Wealth Advisors's ALB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Albemarle (ALB) in Q4 2025, closing a stake of 8 shares — an estimated $649 sold.

Heartwood Wealth Advisors first reported a position in ALB in Q3 2025 and held it in 1 quarter. The position peaked at $649 in Q3 2025. 909 funds tracked by Wall St. Rank hold ALB as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Albemarle position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 8 Albemarle shares in Q4 2025, an estimated $649.
Heartwood Wealth Advisors first reported a position in Albemarle in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Albemarle position peaked at $649 in Q3 2025.
909 funds tracked by Wall St. Rank held Albemarle as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.