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Kingswood Wealth Advisors’s Albemarle ALB Stock Holding History

Kingswood 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 		$215K Buy
+1,195
New +$204K 0.01% 858
2024
Q4 		– Sell
-5,505
Closed -$521K – 793
2024
Q3 		$521K Sell
5,505
-90
-2% -$7.99K 0.04% 443
2024
Q2 		$534K Buy
5,595
+1,809
+48% +$215K 0.05% 369
2024
Q1 		$499K Sell
3,786
-860
-19% -$106K 0.06% 347
2023
Q4 		$671K Buy
+4,646
New +$638K 0.08% 279

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

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

Kingswood Wealth Advisors opened a new position in Albemarle (ALB) in Q1 2026: 1,195 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in ALB as recently as Q3 2024.

Kingswood Wealth Advisors first reported a position in ALB in Q4 2023 and has held it in 5 quarters since. The position peaked at $671K in Q4 2023. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Kingswood Wealth Advisors held 1,195 shares of Albemarle worth $215K as of Q1 2026.
  • Albemarle was a new Kingswood Wealth Advisors position in Q1 2026.
  • Albemarle made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #858 holding.
  • Kingswood Wealth Advisors first reported a position in Albemarle in Q4 2023 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Albemarle position peaked at $671K in Q4 2023.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.