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Strategic Wealth Investment Group’s Albemarle ALB Stock Holding History

Strategic Wealth Investment Group’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
Q3 		– Sell
-42
Closed -$2.63K – 133
2025
Q2 		$2.63K Buy
+42
New +$2.48K ﹤0.01% 117
2025
Q1 		– Sell
-9,393
Closed -$809K – 52
2024
Q4 		$809K Sell
9,393
-2,087
-18% -$208K 0.09% 77
2024
Q3 		$1.08M Buy
+11,480
New +$1.02M 0.12% 74

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Wealth Investment Group's ALB Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Albemarle (ALB) in Q3 2025, closing a stake of 42 shares — an estimated $2.63K sold.

Strategic Wealth Investment Group first reported a position in ALB in Q3 2024 and held it in 3 quarters. The position peaked at $1.08M in Q3 2024. 767 funds tracked by Wall St. Rank hold ALB as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Albemarle position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 42 Albemarle shares in Q3 2025, an estimated $2.63K.
  • Strategic Wealth Investment Group first reported a position in Albemarle in Q3 2024 and held it in 3 quarters.
  • Strategic Wealth Investment Group's Albemarle position peaked at $1.08M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Albemarle as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.