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Summit Wealth Group (Colorado)’s Albemarle ALB Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-1,497
Closed -$320K – 277
2025
Q3 		$320K Buy
+1,497
New +$115K 0.05% 186

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ALB Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Albemarle (ALB) in Q4 2025, closing a stake of 1,497 shares — an estimated $320K sold.

Summit Wealth Group (Colorado) first reported a position in ALB in Q3 2025 and held it in 1 quarter. The position peaked at $320K in Q3 2025. 908 funds tracked by Wall St. Rank hold ALB as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Albemarle position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,497 Albemarle shares in Q4 2025, an estimated $320K.
  • Summit Wealth Group (Colorado) first reported a position in Albemarle in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Albemarle position peaked at $320K in Q3 2025.
  • 908 funds tracked by Wall St. Rank held Albemarle as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.