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Innovative Advisory Group, LLC’s Albemarle ALB Stock Holding History

Innovative Advisory Group, LLC’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
-13
Closed -$1.05K – 250
2025
Q3 		$1.05K Hold
13
– – ﹤0.01% 217
2025
Q2 		$815 Hold
13
– – ﹤0.01% 217
2025
Q1 		$936 Hold
13
– – ﹤0.01% 196
2024
Q4 		$1.12K Buy
+13
New +$1.29K ﹤0.01% 180

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 $3.38T AUM 44.17% 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

Innovative Advisory Group, LLC's ALB Position: Q4 2025 in Review

Innovative Advisory Group, LLC sold out of Albemarle (ALB) in Q4 2025, closing a stake of 13 shares — an estimated $1.05K sold.

Innovative Advisory Group, LLC first reported a position in ALB in Q4 2024 and held it in 4 quarters. The position peaked at $1.12K in Q4 2024. 910 funds tracked by Wall St. Rank hold ALB as of Q4 2025.

  • Innovative Advisory Group, LLC reported no remaining Albemarle position as of Q4 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 13 Albemarle shares in Q4 2025, an estimated $1.05K.
  • Innovative Advisory Group, LLC first reported a position in Albemarle in Q4 2024 and held it in 4 quarters.
  • Innovative Advisory Group, LLC's Albemarle position peaked at $1.12K in Q4 2024.
  • 910 funds tracked by Wall St. Rank held Albemarle as of Q4 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q4 2025, filed 23 Sep 2026.