ACA
WBA

Aptus Capital Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Aptus Capital Advisors’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
2019
Q1 		– Sell
-554
Closed -$265K – 329
2018
Q4 		$265K Buy
+554
New +$43K 0.07% 120

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

Aptus Capital Advisors's WBA Position: Q2 2025 in Review

Aptus Capital Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 17,584 shares — an estimated $196K sold.

Aptus Capital Advisors first reported a position in WBA in Q3 2022 and held it in 6 quarters. The position peaked at $242K in Q1 2024. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • Aptus Capital Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 17,584 Walgreens Boots Alliance shares in Q2 2025, an estimated $196K.
  • Aptus Capital Advisors first reported a position in Walgreens Boots Alliance in Q3 2022 and held it in 6 quarters.
  • Aptus Capital Advisors's Walgreens Boots Alliance position peaked at $242K in Q1 2024.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Aptus Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.