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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
Q2 		– Sell
-1,195
Closed -$215K – 1000
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 $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

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

Kingswood Wealth Advisors sold out of Albemarle (ALB) in Q2 2026, closing a stake of 1,195 shares — an estimated $215K sold.

Kingswood Wealth Advisors first reported a position in ALB in Q4 2023 and held it in 5 quarters. The position peaked at $671K in Q4 2023. 945 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Albemarle position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,195 Albemarle shares in Q2 2026, an estimated $215K.
  • Kingswood Wealth Advisors first reported a position in Albemarle in Q4 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Albemarle position peaked at $671K in Q4 2023.
  • 945 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.