ACA
WBA

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

Atlas 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
2025
Q2 		$89.6K Buy
+7,801
New +$86.8K 0.01% 549
2023
Q4 		– Sell
-276
Closed -$6.14K – 927
2023
Q3 		$6.14K Sell
276
-457
-62% -$12.2K ﹤0.01% 752
2023
Q2 		$20.9K Sell
733
-703
-49% -$22.9K ﹤0.01% 677
2023
Q1 		$49.7K Sell
1,436
-4,530
-76% -$161K 0.01% 568
2022
Q4 		$223K Buy
5,966
+5,233
+714% +$197K 0.04% 321
2022
Q3 		$23K Sell
733
-487
-40% -$18K ﹤0.01% 639
2022
Q2 		$46.2K Sell
1,220
-2,824
-70% -$121K 0.01% 572
2022
Q1 		$181K Hold
4,044
– – 0.03% 371
2021
Q4 		$211K Buy
4,044
+1,897
+88% +$91.9K 0.03% 348
2021
Q3 		$101K Buy
2,147
+214
+11% +$10.3K 0.02% 434
2021
Q2 		$102K Buy
1,933
+1,733
+867% +$93.2K 0.02% 448
2021
Q1 		$11K Buy
+200
New +$9.88K ﹤0.01% 668
2020
Q2 		– Sell
-979
Closed -$44.8K – 743
2020
Q1 		$44.8K Sell
979
-2,261
-70% -$115K 0.01% 449
2019
Q4 		$191K Buy
3,240
+2,785
+612% +$161K 0.05% 323
2019
Q3 		$25.2K Sell
455
-3,184
-87% -$171K 0.01% 512
2019
Q2 		$199K Sell
3,639
-17,604
-83% -$936K 0.07% 291
2019
Q1 		$1.34M Buy
21,243
+18,613
+708% +$1.27M 0.49% 53
2018
Q4 		$180K Buy
+2,630
New +$204K 0.07% 270

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Atlas Capital Advisors opened a new position in Walgreens Boots Alliance (WBA) in Q2 2025: 7,801 shares worth $89.6K. The stake represents 0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in WBA as recently as Q3 2023.

Atlas Capital Advisors first reported a position in WBA in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.34M in Q1 2019. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • Atlas Capital Advisors held 7,801 shares of Walgreens Boots Alliance worth $89.6K as of Q2 2025.
  • Walgreens Boots Alliance was a new Atlas Capital Advisors position in Q2 2025.
  • Walgreens Boots Alliance made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #549 holding.
  • Atlas Capital Advisors first reported a position in Walgreens Boots Alliance in Q4 2018 and has held it in 18 quarters since.
  • Atlas Capital Advisors's Walgreens Boots Alliance position peaked at $1.34M in Q1 2019.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.