SteelPeak Wealth’s Albemarle ALB Stock Holding History

SteelPeak Wealth’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 Q2	–	Sell	-22,310	Closed	-$1.61M	–	574
2025 Q1	$1.61M	Buy	22,310 +1,298	+6%	+$106K	0.07%	202
2024 Q4	$1.82M	Sell	21,012 -9,502	-31%	-$946K	0.07%	181
2024 Q3	$2.9M	Buy	30,514 +18,136	+147%	+$1.61M	0.13%	128
2024 Q2	$1.19M	Buy	12,378 +1,951	+19%	+$232K	0.06%	207
2024 Q1	$1.38M	Buy	10,427 +1,976	+23%	+$243K	0.07%	196
2023 Q4	$1.22M	Buy	8,451 +3,926	+87%	+$539K	0.07%	184
2023 Q3	$771K	Buy	4,525 +3,325	+277%	+$662K	0.05%	207
2023 Q2	$268K	Hold	1,200	–	–	0.02%	346
2023 Q1	$266K	Sell	1,200 -46	-4%	-$11.3K	0.02%	320
2022 Q4	$271K	Sell	1,246 -269	-18%	-$71.7K	0.02%	323
2022 Q3	$401K	Buy	1,515 +315	+26%	+$80.1K	0.03%	283
2022 Q2	$251K	Buy	+1,200	New	+$268K	0.02%	345

Other funds holding ALB

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

SteelPeak Wealth's ALB Position: Q2 2025 in Review

SteelPeak Wealth sold out of Albemarle (ALB) in Q2 2025, closing a stake of 22,310 shares — an estimated $1.61M sold.

SteelPeak Wealth first reported a position in ALB in Q2 2022 and held it in 12 quarters. The position peaked at $2.9M in Q3 2024. 698 funds tracked by Wall St. Rank hold ALB as of Q2 2025.

SteelPeak Wealth reported no remaining Albemarle position as of Q2 2025 after selling out during the quarter.
SteelPeak Wealth sold 22,310 Albemarle shares in Q2 2025, an estimated $1.61M.
SteelPeak Wealth first reported a position in Albemarle in Q2 2022 and held it in 12 quarters.
SteelPeak Wealth's Albemarle position peaked at $2.9M in Q3 2024.
698 funds tracked by Wall St. Rank held Albemarle as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.