PlanVest Financial’s Albemarle ALB Stock Holding History

PlanVest Financial’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	$3.54K	Hold	26	–	–	﹤0.01%	487
2026 Q1	$4.7K	Buy	+26	New	+$4.44K	﹤0.01%	436

Other funds holding ALB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

PlanVest Financial's ALB Position: Q2 2026 in Review

PlanVest Financial held its Albemarle (ALB) position steady in Q2 2026 at 26 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

PlanVest Financial first reported a position in ALB in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.7K in Q1 2026. 919 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

PlanVest Financial held 26 shares of Albemarle worth $3.54K as of Q2 2026.
PlanVest Financial left its Albemarle share count unchanged in Q2 2026.
Albemarle made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #487 holding.
PlanVest Financial first reported a position in Albemarle in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Albemarle position peaked at $4.7K in Q1 2026.
919 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.