AWS
WBA

Atria Wealth Solutions’s Walgreens Boots Alliance WBA Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-23,915
Closed -$223K – 2092
2024
Q4 		$223K Sell
23,915
-12,198
-34% -$113K ﹤0.01% 1755
2024
Q3 		$324K Sell
36,113
-3,057
-8% -$31.5K ﹤0.01% 1467
2024
Q2 		$474K Sell
39,170
-3,542
-8% -$60.1K 0.01% 1265
2024
Q1 		$926K Sell
42,712
-5,353
-11% -$119K 0.01% 946
2023
Q4 		$1.25M Buy
48,065
+5,687
+13% +$127K 0.02% 775
2023
Q3 		$942K Sell
42,378
-12,682
-23% -$337K 0.01% 841
2023
Q2 		$1.57M Sell
55,060
-6,137
-10% -$200K 0.02% 664
2023
Q1 		$2.12M Buy
61,197
+3,354
+6% +$119K 0.03% 520
2022
Q4 		$2.16M Sell
57,843
-6,611
-10% -$249K 0.03% 487
2022
Q3 		$2.02M Buy
64,454
+29,249
+83% +$1.08M 0.04% 476
2022
Q2 		$1.33M Sell
35,205
-9,883
-22% -$425K 0.03% 578
2022
Q1 		$2.02M Buy
+45,088
New +$2.22M 0.03% 480

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's WBA Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 23,915 shares — an estimated $223K sold.

Atria Wealth Solutions first reported a position in WBA in Q1 2022 and held it in 12 quarters. The position peaked at $2.16M in Q4 2022. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,915 Walgreens Boots Alliance shares in Q1 2025, an estimated $223K.
  • Atria Wealth Solutions first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Walgreens Boots Alliance position peaked at $2.16M in Q4 2022.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.