AFT
WBA

Alpha Family Trust’s Walgreens Boots Alliance WBA Stock Holding History

Alpha Family Trust’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
Q1 		– Sell
-28,350
Closed -$265K – 186
2024
Q4 		$265K Buy
+28,350
New +$263K 0.15% 116
2023
Q1 		– Sell
-5,580
Closed -$208K – 135
2022
Q4 		$208K Buy
+5,580
New +$210K 0.19% 111

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alpha Family Trust's WBA Position: Q1 2025 in Review

Alpha Family Trust sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 28,350 shares — an estimated $265K sold.

Alpha Family Trust first reported a position in WBA in Q4 2022 and held it in 2 quarters. The position peaked at $265K in Q4 2024. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Alpha Family Trust reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Alpha Family Trust sold 28,350 Walgreens Boots Alliance shares in Q1 2025, an estimated $265K.
  • Alpha Family Trust first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 2 quarters.
  • Alpha Family Trust's Walgreens Boots Alliance position peaked at $265K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Alpha Family Trust's 13F filing for Q1 2025, filed 13 May 2025.