AWA
WBA

Arkadios Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Arkadios Wealth 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
2025
Q3 		– Sell
-30,925
Closed -$355K – 1527
2025
Q2 		$355K Buy
30,925
+14,203
+85% +$158K 0.01% 992
2025
Q1 		$187K Sell
16,722
-4,840
-22% -$52.5K 0.01% 1050
2024
Q4 		$201K Sell
21,562
-1,182
-5% -$11K 0.01% 861
2024
Q3 		$204K Sell
22,744
-13,019
-36% -$134K 0.01% 840
2024
Q2 		$433K Buy
35,763
+4,039
+13% +$68.5K 0.03% 508
2024
Q1 		$688K Buy
31,724
+8,238
+35% +$183K 0.05% 314
2023
Q4 		$613K Buy
23,486
+1,207
+5% +$27K 0.05% 321
2023
Q3 		$495K Buy
+22,279
New +$592K 0.05% 342
2021
Q4 		– Sell
-4,457
Closed -$209K – 1771
2021
Q3 		$209K Sell
4,457
-846
-16% -$40.8K 0.03% 495
2021
Q2 		$278K Buy
5,303
+476
+10% +$25.6K 0.03% 461
2021
Q1 		$265K Sell
4,827
-1,528
-24% -$75.5K 0.04% 364
2020
Q4 		$253K Buy
6,355
+684
+12% +$26.5K 0.05% 285
2020
Q3 		$212K Buy
5,671
+3,238
+133% +$127K 0.11% 167
2020
Q2 		$97.6K Buy
2,433
+2,227
+1,081% +$94.6K 0.05% 262
2020
Q1 		$9.44K Buy
206
+10
+5% +$508 0.01% 651
2019
Q4 		$10.5K Buy
+196
New +$11.3K 0.01% 584

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

Arkadios Wealth Advisors's WBA Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 30,925 shares — an estimated $355K sold.

Arkadios Wealth Advisors first reported a position in WBA in Q4 2019 and held it in 16 quarters. The position peaked at $688K in Q1 2024. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 30,925 Walgreens Boots Alliance shares in Q3 2025, an estimated $355K.
  • Arkadios Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 16 quarters.
  • Arkadios Wealth Advisors's Walgreens Boots Alliance position peaked at $688K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.