Albion Financial Group Sells in Q3 2025

Albion Financial Group

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-112K
- 99.14%
$100.37 - $100.74 $11.3M - $11.3M
973 $97K
VRT
Vertiv Holdings CO

Industrials
-110K
- 98.19%
N/A
2.03K $175K
HD
Home Depot, Inc.

Consumer Cyclical
-28.8K
- 42.35%
$357.4 - $423.42 $10.3M - $12.2M
39.2K $15.9M
CLX
Clorox CO

Consumer Defensive
-34.6K
- 99.13%
$117.67 - $131.43 $4.07M - $4.55M
304 $37K
UPS
United Parcel Service Inc

Industrials
-28.5K
- 98.75%
$82.58 - $105.54 $2.35M - $3.01M
360 $30K
SBUX
Starbucks Corp

Consumer Cyclical
-54
- 0.04%
$81.9 - $96.86 $4.42K - $5.23K
149K $12.6M
CTSH
Cognizant Technology Solutions Corp

Technology
-12.3K
- 94.03%
$66.67 - $80.98 $818K - $993K
779 $52K
XYL
Xylem Inc.

Industrials
-5.01K
- 35.58%
$129.67 - $147.5 $650K - $739K
9.08K $1.34M
KRMD
Koru Medical Systems, Inc.

Healthcare
-140K
- 39.28%
$2.94 - $4.38 $412K - $613K
216K $824K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-17K
- 24.31%
$13.69 - $15.48 $232K - $263K
52.9K $723K
ARCC
Ares Capital Corp

Financial Services
-2.29K
- 3.54%
$20.41 - $23.25 $46.7K - $53.2K
62.3K $1.27M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4
- 0.36%
$366.54 - $479.53 $1.47K - $1.92K
1.11K $434K
WM
Waste Management Inc

Industrials
-231
- 52.03%
$213.88 - $237.1 $49.4K - $54.8K
213 $47K
AMZN
Amazon Com Inc

Consumer Cyclical
-431
- 0.17%
$211.65 - $238.24 $91.2K - $103K
251K $55.1M
UNH
Unitedhealth Group Inc

Healthcare
-193
- 37.19%
$237.77 - $353.61 $45.9K - $68.2K
326 $112K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7
- 0.18%
$65.64 - $78.22 $459 - $548
3.88K $260K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-689
- 10.7%
$40.94 - $42.85 $28.2K - $29.5K
5.75K $242K
NFLX
Netflix Inc

Communication Services
-10
- 12.5%
$1147.87 - $1297.18 $11.5K - $13K
70 $83K
FTCS
First Trust Capital Strength E

ETFs
-280
- 14.66%
$89.72 - $93.74 $25.1K - $26.2K
1.63K $152K
AWK
American Water Works Company, Inc.

Utilities
-158
- 1.52%
$135.05 - $147.0 $21.3K - $23.2K
10.3K $1.43M
CPNG
Coupang, Inc.

Consumer Cyclical
-670
- 67.0%
$27.67 - $33.53 $18.5K - $22.5K
330 $10K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-210
- 0.28%
N/A
73.6K $5.48M
DLR
Digital Realty Trust, Inc.

Real Estate
-24
- 0.33%
$161.21 - $180.02 $3.87K - $4.32K
7.28K $1.26M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-376
- 99.73%
$42.43 - $45.05 $16K - $16.9K
1 $0
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.04%
$233.75 - $266.89 $234 - $267
2.48K $589K
EQIX
Equinix Inc

Real Estate
-1
- 0.13%
$756.7 - $811.13 $757 - $811
754 $590K
D
Dominion Energy, Inc

Utilities
-180
- 90.0%
$56.32 - $62.1 $10.1K - $11.2K
20 $1K
SHW
Sherwin Williams CO

Basic Materials
-18
- 45.0%
$330.88 - $375.23 $5.96K - $6.75K
22 $7K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-80
- 57.97%
$22.91 - $27.85 $1.83K - $2.23K
58 $1K
MAR
Marriott International Inc

Consumer Cyclical
-7
- 16.67%
$255.35 - $282.87 $1.79K - $1.98K
35 $9K
MTD
Mettler Toledo International Inc

Healthcare
-5
- 6.76%
$1166.48 - $1324.06 $5.83K - $6.62K
69 $84K
COOK
Traeger, Inc.

Consumer Cyclical
-200
- 93.02%
$1.22 - $2.02 $244 - $404
15 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-110
- 2.14%
N/A
5.02K $0
Ge Vernova Inc
-608
- 4.62%
N/A
12.6K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
-18
- 0.61%
$30.67 - $32.13 $552 - $578
2.95K $93K
QS
Quantum Scape Corp

Consumer Cyclical
-103
- 9.34%
$6.36 - $14.64 $655 - $1.51K
1K $12K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-185
- 1.95%
$28.15 - $30.13 $5.21K - $5.57K
9.31K $275K
LMAT
Lemaitre Vascular Inc

Healthcare
-11
- 0.4%
$79.77 - $100.33 $877 - $1.1K
2.72K $237K
ECL
Ecolab Inc.

Basic Materials
-38
- 0.62%
$259.39 - $285.47 $9.86K - $10.8K
6.06K $1.66M
VUG
Vanguard Growth ETF

ETFs
-4
- 0.81%
$433.97 - $484.08 $1.74K - $1.94K
490 $235K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-137
- 1.48%
$62.09 - $66.51 $8.51K - $9.11K
9.13K $595K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-43
- 0.41%
$28.92 - $32.19 $1.24K - $1.38K
10.5K $333K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1
- 0.05%
$148.97 - $165.88 $149 - $166
1.99K $326K
TY
Tri Continental Corp

Financial Services
-446
- 1.41%
$31.7 - $34.11 $14.1K - $15.2K
31.2K $1.06M
SOXX
Ishares Semiconductor ETF

ETFs
-45
- 1.37%
$236.93 - $271.12 $10.7K - $12.2K
3.23K $876K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-282
- 0.26%
$11.64 - $15.79 $3.28K - $4.45K
108K $1.59M
MUB
Ishares National Muni Bond ETF

ETFs
-1.18K
- 1.04%
$103.24 - $106.68 $122K - $126K
113K $12M
FSS
Federal Signal Corp

Industrials
-3
- 0.03%
$104.86 - $129.8 $315 - $389
10.6K $1.26M
WSM
Williams Sonoma Inc

Consumer Cyclical
-97
- 1.1%
$163.62 - $210.2 $15.9K - $20.4K
8.74K $1.71M
Activity Summary
Buys All Purchases 247 New Holdings 86 Increased Positions 161 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Albion Financial Group Portfolio

Follow Albion Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Albion Financial Group , based on Form 13F filings with the SEC.

News

Stay updated on Albion Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email