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Marshall & Sterling Wealth Advisors’s Albemarle ALB Stock Holding History

Marshall & Sterling 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
-285
Closed -$23.1K – 349
2025
Q3 		$23.1K Hold
285
– – 0.01% 256
2025
Q2 		$17.9K Hold
285
– – 0.01% 270
2025
Q1 		$20.5K Buy
+285
New +$23.2K 0.01% 251

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ALB Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Albemarle (ALB) in Q4 2025, closing a stake of 285 shares — an estimated $23.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in ALB in Q1 2025 and held it in 3 quarters. The position peaked at $23.1K in Q3 2025. 909 funds tracked by Wall St. Rank hold ALB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Albemarle position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 285 Albemarle shares in Q4 2025, an estimated $23.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Albemarle in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Albemarle position peaked at $23.1K in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Albemarle as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.