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Valeo Financial Advisors’s Albemarle ALB Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-2,342
Closed -$331K – 762
2025
Q4 		$331K Buy
+2,342
New +$266K 0.01% 582
2024
Q2 		– Sell
-1,978
Closed -$227K – 679
2024
Q1 		$227K Buy
+1,978
New +$244K 0.01% 579
2023
Q4 		– Sell
-1,570
Closed -$267K – 668
2023
Q3 		$267K Buy
1,570
+619
+65% +$123K 0.01% 491
2023
Q2 		$212K Sell
951
-943
-50% -$193K 0.01% 529
2023
Q1 		$419K Buy
+1,894
New +$467K 0.02% 367
2022
Q2 		– Sell
-1,618
Closed -$358K – 520
2022
Q1 		$358K Buy
+1,618
New +$342K 0.02% 405
2021
Q2 		– Sell
-4
Closed -$1K – 557
2021
Q1 		$1K Buy
+4
New +$642 ﹤0.01% 1861
2020
Q4 		– Sell
-3
Closed – – 1665
2020
Q3 		$0 Sell
3
-149
-98% -$13.2K ﹤0.01% 1581
2020
Q2 		$12K Buy
152
+32
+27% +$2.17K ﹤0.01% 1215
2020
Q1 		$7K Hold
120
– – ﹤0.01% 1189
2019
Q4 		$9K Sell
120
-5
-4% -$334 ﹤0.01% 1128
2019
Q3 		$9K Sell
125
-3,496
-97% -$238K ﹤0.01% 1040
2019
Q2 		$255K Buy
3,621
+1,900
+110% +$140K 0.03% 245
2019
Q1 		$141K Hold
1,721
– – 0.02% 346
2018
Q4 		$133K Sell
1,721
-10
-0.6% -$944 0.02% 323
2018
Q3 		$171K Buy
1,731
+1,721
+17,210% +$167K 0.02% 296
2018
Q2 		$1K Hold
10
– – ﹤0.01% 1417
2018
Q1 		$1K Sell
10
-1,200
-99% -$132K ﹤0.01% 1397
2017
Q4 		$155K Buy
+1,210
New +$164K 0.03% 275

Other funds holding ALB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valeo Financial Advisors's ALB Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Albemarle (ALB) in Q1 2026, closing a stake of 2,342 shares — an estimated $331K sold.

Valeo Financial Advisors first reported a position in ALB in Q4 2017 and held it in 19 quarters. The position peaked at $419K in Q1 2023. 982 funds tracked by Wall St. Rank hold ALB as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Albemarle position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,342 Albemarle shares in Q1 2026, an estimated $331K.
  • Valeo Financial Advisors first reported a position in Albemarle in Q4 2017 and held it in 19 quarters.
  • Valeo Financial Advisors's Albemarle position peaked at $419K in Q1 2023.
  • 982 funds tracked by Wall St. Rank held Albemarle as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.