AFAS
WBA

Acorn Financial Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

Acorn Financial Advisory Services’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,605
Closed -$179K – 213
2025
Q2 		$179K Sell
15,605
-75
-0.5% -$835 0.03% 198
2025
Q1 		$175K Sell
15,680
-2,627
-14% -$28.5K 0.03% 185
2024
Q4 		$171K Buy
18,307
+7,969
+77% +$74K 0.03% 202
2024
Q3 		$92.6K Buy
+10,338
New +$106K 0.02% 206

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Acorn Financial Advisory Services's WBA Position: Q3 2025 in Review

Acorn Financial Advisory Services sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 15,605 shares — an estimated $179K sold.

Acorn Financial Advisory Services first reported a position in WBA in Q3 2024 and held it in 4 quarters. The position peaked at $179K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Acorn Financial Advisory Services reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 15,605 Walgreens Boots Alliance shares in Q3 2025, an estimated $179K.
  • Acorn Financial Advisory Services first reported a position in Walgreens Boots Alliance in Q3 2024 and held it in 4 quarters.
  • Acorn Financial Advisory Services's Walgreens Boots Alliance position peaked at $179K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2025, filed 24 Oct 2025.