Kestra Private Wealth Services’s Albemarle ALB Stock Holding History

Kestra Private Wealth Services’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	$450K	Sell	2,508 -373	-13%	-$63.7K	0.01%	1268
2025 Q4	$407K	Buy	+2,881	New	+$327K	0.01%	1279
2025 Q2	–	Sell	-2,896	Closed	-$209K	–	1616
2025 Q1	$209K	Buy	2,896 +336	+13%	+$27.3K	﹤0.01%	1371
2024 Q4	$220K	Sell	2,560 -1,206	-32%	-$120K	﹤0.01%	1279
2024 Q3	$357K	Sell	3,766 -3,538	-48%	-$314K	0.01%	1023
2024 Q2	$698K	Sell	7,304 -7,305	-50%	-$869K	0.01%	704
2024 Q1	$1.92M	Buy	14,609 +1,495	+11%	+$184K	0.04%	381
2023 Q4	$1.89M	Buy	13,114 +4,079	+45%	+$560K	0.05%	361
2023 Q3	$1.54M	Buy	9,035 +7,661	+558%	+$1.53M	0.05%	363
2023 Q2	$307K	Buy	1,374 +349	+34%	+$71.4K	0.01%	816
2023 Q1	$227K	Buy	+1,025	New	+$253K	0.01%	872
2021 Q1	–	Sell	-2,085	Closed	-$311K	–	795
2020 Q4	$311K	Sell	2,085 -3,065	-60%	-$364K	0.02%	554
2020 Q3	$460K	Buy	+5,150	New	+$456K	0.04%	398

Other funds holding ALB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Private Wealth Services's ALB Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Albemarle (ALB) stake by 13% in Q1 2026, selling an estimated $63.7K and leaving 2,508 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #1268.

Kestra Private Wealth Services first reported a position in ALB in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.92M in Q1 2024. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

Kestra Private Wealth Services held 2,508 shares of Albemarle worth $450K as of Q1 2026.
Kestra Private Wealth Services sold 373 Albemarle shares in Q1 2026, an estimated $63.7K.
Albemarle made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1268 holding.
Kestra Private Wealth Services first reported a position in Albemarle in Q3 2020 and has held it in 13 quarters since.
Kestra Private Wealth Services's Albemarle position peaked at $1.92M in Q1 2024.
982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.