Asset Planning Inc’s Walgreens Boots Alliance WBA Stock Holding History

Asset Planning Inc’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	-1,000	Closed	-$11.5K	–	295
2025 Q2	$11.5K	Hold	1,000	–	–	0.01%	229
2025 Q1	$11.2K	Hold	1,000	–	–	0.01%	235
2024 Q4	$9.33K	Buy	+1,000	New	+$9.29K	0.01%	247

Other funds holding WBA

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Asset Planning Inc's WBA Position: Q3 2025 in Review

Asset Planning Inc sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 1,000 shares — an estimated $11.5K sold.

Asset Planning Inc first reported a position in WBA in Q4 2024 and held it in 3 quarters. The position peaked at $11.5K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Asset Planning Inc reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Asset Planning Inc sold 1,000 Walgreens Boots Alliance shares in Q3 2025, an estimated $11.5K.
Asset Planning Inc first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 3 quarters.
Asset Planning Inc's Walgreens Boots Alliance position peaked at $11.5K in Q2 2025.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Asset Planning Inc's 13F filing for Q3 2025, filed 23 Oct 2025.