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Root Financial Partners’s Albemarle ALB Stock Holding History

Root Financial Partners’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
-722
Closed -$130K – 501
2026
Q1 		$130K Buy
722
+423
+141% +$72.2K 0.01% 464
2025
Q4 		$42.3K Buy
299
+164
+121% +$18.6K ﹤0.01% 786
2025
Q3 		$10.9K Buy
+135
New +$10.4K ﹤0.01% 1419

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 $3.37T AUM 44.26% 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

Root Financial Partners's ALB Position: Q2 2026 in Review

Root Financial Partners sold out of Albemarle (ALB) in Q2 2026, closing a stake of 722 shares — an estimated $130K sold.

Root Financial Partners first reported a position in ALB in Q3 2025 and held it in 3 quarters. The position peaked at $130K in Q1 2026. 943 funds tracked by Wall St. Rank hold ALB as of Q2 2026.

  • Root Financial Partners reported no remaining Albemarle position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 722 Albemarle shares in Q2 2026, an estimated $130K.
  • Root Financial Partners first reported a position in Albemarle in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Albemarle position peaked at $130K in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Albemarle as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.