Albion Financial Group Sells in Q2 2025

Albion Financial Group

  • $1.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-34K
- 98.5%
$274.35 - $599.47 $9.34M - $20.4M
519 $161K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-370K
- 98.29%
$37.08 - $42.26 $13.7M - $15.6M
6.44K $266K
IVW
Ishares S&P 500 Growth ETF

ETFs
-129K
- 91.53%
$82.96 - $110.1 $10.7M - $14.2M
11.9K $1.32M
AAPL
Apple Inc.

Technology
-17.4K
- 4.91%
$172.42 - $223.89 $3M - $3.89M
337K $69.2M
GOOGL
Alphabet Inc.

Communication Services
-74.2K
- 28.09%
$144.7 - $178.6 $10.7M - $13.3M
190K $33.5M
ORCL
Oracle Corp

Technology
-72.8K
- 44.53%
$122.82 - $218.63 $8.95M - $15.9M
90.7K $19.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-83
- 0.32%
$390.26 - $489.06 $32.4K - $40.6K
25.5K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-315
- 0.8%
$483.48 - $539.8 $152K - $170K
38.9K $18.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.65K
- 99.44%
$498.8 - $620.9 $1.32M - $1.64M
15 $9K
ECL
Ecolab Inc.

Basic Materials
-5.05K
- 45.29%
$225.65 - $270.95 $1.14M - $1.37M
6.1K $1.64M
AMGN
Amgen Inc

Healthcare
-41
- 0.15%
$262.28 - $309.85 $10.8K - $12.7K
26.6K $7.43M
MTD
Mettler Toledo International Inc

Healthcare
-680
- 90.19%
$970.15 - $1216.57 $660K - $827K
74 $86K
PEP
Pepsico Inc

Consumer Defensive
-174
- 0.43%
$128.02 - $151.37 $22.3K - $26.3K
40.4K $5.34M
TTD
Trade Desk, Inc.

Technology
-12.8K
- 95.94%
$45.27 - $79.4 $581K - $1.02M
544 $39K
ACN
Accenture PLC

Technology
-102
- 0.21%
$279.23 - $323.21 $28.5K - $33K
49K $14.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-142
- 0.48%
$285.55 - $321.23 $40.5K - $45.6K
29.4K $8.59M
CVX
Chevron Corp

Energy
-23
- 0.1%
$133.73 - $168.51 $3.08K - $3.88K
23.8K $3.4M
PAYX
Paychex Inc

Industrials
-125
- 0.24%
$137.01 - $159.78 $17.1K - $20K
52.5K $7.64M
KMB
Kimberly Clark Corp

Consumer Defensive
-270
- 1.12%
$126.84 - $145.22 $34.2K - $39.2K
23.9K $3.08M
CMCSA
Comcast Corp

Communication Services
-6.82K
- 97.88%
$32.84 - $36.72 $224K - $250K
148 $5K
NKE
Nike, Inc.

Consumer Cyclical
-3.2K
- 93.77%
$53.27 - $72.04 $171K - $231K
213 $15K
JNJ
Johnson & Johnson

Healthcare
-200
- 2.22%
$146.36 - $159.82 $29.3K - $32K
8.82K $1.35M
AWK
American Water Works Company, Inc.

Utilities
-222
- 2.08%
$133.82 - $151.96 $29.7K - $33.7K
10.4K $1.45M
RTX
Raytheon Technologies Corp

Industrials
-964
- 54.43%
$113.75 - $148.48 $110K - $143K
807 $117K
SO
Southern CO

Utilities
-934
- 1.12%
$84.91 - $92.56 $79.3K - $86.5K
82.1K $7.54M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-345
- 1.4%
$45.07 - $52.57 $15.5K - $18.1K
24.2K $1.18M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-674
- 41.86%
$89.28 - $103.8 $60.2K - $70K
936 $97K
JPSE
J P Morgan Diversified Return

ETFs
-1.43K
- 47.64%
$38.2 - $45.49 $54.7K - $65.1K
1.57K $71K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.88K
- 2.35%
$10.78 - $11.28 $41.8K - $43.7K
161K $1.8M
EQIX
Equinix Inc

Real Estate
-47
- 5.86%
$740.07 - $914.43 $34.8K - $43K
755 $600K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-1.88K
- 4.0%
$13.96 - $16.51 $26.2K - $31K
45.1K $733K
DVY
Ishares Tr

ETFs
-5
- 0.02%
$118.37 - $134.86 $592 - $674
33K $4.38M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-137
- 16.31%
$376.48 - $440.65 $51.6K - $60.4K
703 $309K
ITA
Ishares Tr

ETFs
-272
- 90.67%
$135.31 - $188.64 $36.8K - $51.3K
28 $5K
AZN
Astrazeneca PLC

Healthcare
-360
- 59.21%
$64.87 - $75.0 $23.4K - $27K
248 $17K
ARCC
Ares Capital Corp

Financial Services
-475
- 0.73%
$18.91 - $22.43 $8.98K - $10.7K
64.6K $1.42M
AMT
American Tower Corp

Real Estate
-88
- 72.13%
$203.96 - $228.19 $17.9K - $20.1K
34 $7K
MO
Altria Group, Inc.

Consumer Defensive
-275
- 14.2%
$55.56 - $60.91 $15.3K - $16.8K
1.66K $97K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-415
- 69.75%
$45.98 - $56.15 $19.1K - $23.3K
180 $10K
GILD
Gilead Sciences, Inc.

Healthcare
-103
- 15.15%
$96.91 - $113.0 $9.98K - $11.6K
577 $63K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-256
- 40.44%
$38.81 - $44.28 $9.94K - $11.3K
377 $15K
PSX
Phillips 66

Energy
-60
- 47.24%
$92.87 - $125.73 $5.57K - $7.54K
67 $7K
SRLN
Ssga Active Trust

ETFs
-849
- 1.34%
$39.47 - $41.59 $33.5K - $35.3K
62.4K $2.6M
LVHD
Franklin U.S. Low Volatility H

ETFs
-57
- 3.37%
$37.37 - $40.85 $2.13K - $2.33K
1.64K $65K
SHW
Sherwin Williams CO

Basic Materials
-11
- 21.57%
$313.51 - $363.51 $3.45K - $4K
40 $13K
PFE
Pfizer Inc

Healthcare
-34
- 3.48%
$21.59 - $24.84 $734 - $845
942 $22K
TTE
Total Energies Se

Energy
-32
- 42.11%
N/A
44 $3K
VB
Vanguard Small Cap ETF

ETFs
-31
- 7.93%
$193.73 - $237.37 $6.01K - $7.36K
360 $85K
OGN
Organon & Co.

Healthcare
-3
- 2.91%
$8.04 - $14.72 $24.1 - $44.2
100 $0
Activity Summary
Buys All Purchases 98 New Holdings 20 Increased Positions 78 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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