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	-1,000	Closed	-$141K	–	763
2025 Q4	$141K	Buy	+1,000	New	+$114K	﹤0.01%	776

Other funds holding ALB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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.