AAS
WBA

Ameritas Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

Ameritas 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
-83,446
Closed -$958K – 2934
2025
Q2 		$958K Sell
83,446
-16,642
-17% -$185K 0.05% 357
2025
Q1 		$1.12M Buy
100,088
+26,739
+36% +$290K 0.05% 367
2024
Q4 		$684K Buy
73,349
+3,859
+6% +$35.8K 0.02% 502
2024
Q3 		$623K Buy
69,490
+7,199
+12% +$74.1K 0.03% 495
2024
Q2 		$753K Buy
62,291
+4,734
+8% +$80.3K 0.03% 482
2024
Q1 		$1.24M Buy
57,557
+17,254
+43% +$383K 0.05% 329
2023
Q4 		$1.04M Sell
40,303
-7,570
-16% -$169K 0.06% 276
2023
Q3 		$1.06M Buy
+47,873
New +$1.27M 0.05% 325
2023
Q2 		– Sell
-21,726
Closed -$769K – 2497
2023
Q1 		$769K Sell
21,726
-2,230
-9% -$79.1K 0.04% 370
2022
Q4 		$895K Sell
23,956
-142
-0.6% -$5.34K 0.04% 380
2022
Q3 		$757K Buy
24,098
+1,075
+5% +$39.8K 0.05% 339
2022
Q2 		$873K Buy
23,023
+462
+2% +$19.9K 0.05% 315
2022
Q1 		$1.01M Buy
22,561
+3,585
+19% +$176K 0.04% 334
2021
Q4 		$990K Buy
+18,976
New +$919K 0.04% 335

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 $500M 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 $280B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 $2.89M AUM 12.57% 1-Year Est. Return