AFS
WBA

Anderson Financial Strategies’s Walgreens Boots Alliance WBA Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-19
Closed -$212 – 223
2025
Q1 		$212 Hold
19
– – ﹤0.01% 231
2024
Q4 		$177 Buy
+19
New +$176 ﹤0.01% 122

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Anderson Financial Strategies's WBA Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 19 shares — an estimated $212 sold.

Anderson Financial Strategies first reported a position in WBA in Q4 2024 and held it in 2 quarters. The position peaked at $212 in Q1 2025. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 19 Walgreens Boots Alliance shares in Q2 2025, an estimated $212.
  • Anderson Financial Strategies first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Walgreens Boots Alliance position peaked at $212 in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.