Principia Wealth Advisory’s Albemarle ALB Stock Holding History

Principia Wealth Advisory’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	$1.13K	Buy	8 +7	+700%	+$795	﹤0.01%	631
2025 Q3	$81	Hold	1	–	–	﹤0.01%	949
2025 Q2	$63	Sell	1 -9	-90%	-$532	﹤0.01%	928
2025 Q1	$605	Buy	10 +6	+150%	+$488	﹤0.01%	526
2024 Q4	$344	Buy	+4	New	+$398	﹤0.01%	648

Other funds holding ALB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's ALB Position: Q4 2025 in Review

Principia Wealth Advisory increased its Albemarle (ALB) stake by 700% in Q4 2025, buying an estimated $795 and bringing the position to 8 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Principia Wealth Advisory first reported a position in ALB in Q4 2024 and has held it in 5 quarters since. 909 funds tracked by Wall St. Rank hold ALB as of Q4 2025.

Principia Wealth Advisory held 8 shares of Albemarle worth $1.13K as of Q4 2025.
Principia Wealth Advisory bought 7 Albemarle shares in Q4 2025, an estimated $795.
Albemarle made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #631 holding.
Principia Wealth Advisory first reported a position in Albemarle in Q4 2024 and has held it in 5 quarters since.
909 funds tracked by Wall St. Rank held Albemarle as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.