Avantax Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

Avantax Advisory Services’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	$303K	Sell	26,422 -1,706	-6%	-$19K	﹤0.01%	1899
2025 Q1	$314K	Sell	28,128 -21,768	-44%	-$236K	﹤0.01%	1799
2024 Q4	$466K	Buy	49,896 +1,186	+2%	+$11K	﹤0.01%	1495
2024 Q3	$436K	Sell	48,710 -5,547	-10%	-$57.1K	﹤0.01%	1506
2024 Q2	$656K	Sell	54,257 -676	-1%	-$11.5K	﹤0.01%	1200
2024 Q1	$1.19M	Buy	54,933 +11,389	+26%	+$253K	0.01%	689
2023 Q4	$1.14M	Sell	43,544 -5,756	-12%	-$129K	0.01%	666
2023 Q3	$1.1M	Buy	49,300 +1,413	+3%	+$37.6K	0.01%	650
2023 Q2	$1.36M	Buy	47,887 +191	+0.4%	+$6.22K	0.02%	579
2023 Q1	$1.65M	Buy	47,696 +12,736	+36%	+$452K	0.02%	498
2022 Q4	$1.31M	Buy	34,960 +5,357	+18%	+$201K	0.02%	540
2022 Q3	$930K	Buy	29,603 +10,185	+52%	+$377K	0.01%	578
2022 Q2	$736K	Buy	19,418 +5,192	+36%	+$223K	0.01%	643
2022 Q1	$638K	Buy	14,226 +1,227	+9%	+$60.3K	0.01%	703
2021 Q4	$678K	Buy	12,999 +4,634	+55%	+$224K	0.01%	654
2021 Q3	$393K	Sell	8,365 -4,501	-35%	-$217K	0.01%	807
2021 Q2	$678K	Sell	12,866 -1,115	-8%	-$60K	0.01%	584
2021 Q1	$763K	Sell	13,981 -5,751	-29%	-$284K	0.02%	494
2020 Q4	$788K	Sell	19,732 -24,749	-56%	-$959K	0.02%	426
2020 Q3	$1.61M	Buy	44,481 +28,137	+172%	+$1.1M	0.03%	404
2020 Q2	$690K	Buy	16,344 +3,167	+24%	+$134K	0.02%	413
2020 Q1	$605K	Sell	13,177 -628	-5%	-$31.9K	0.02%	399
2019 Q4	$811K	Buy	13,805 +6,865	+99%	+$396K	0.02%	378
2019 Q3	$383K	Buy	6,940 +2,623	+61%	+$141K	0.02%	372
2019 Q2	$236K	Buy	+4,317	New	+$229K	0.01%	445

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's WBA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Walgreens Boots Alliance (WBA) stake by 6.1% in Q2 2025, selling an estimated $19K and leaving 26,422 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1899.

Avantax Advisory Services first reported a position in WBA in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.65M in Q1 2023. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

Avantax Advisory Services held 26,422 shares of Walgreens Boots Alliance worth $303K as of Q2 2025.
Avantax Advisory Services sold 1,706 Walgreens Boots Alliance shares in Q2 2025, an estimated $19K.
Walgreens Boots Alliance made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1899 holding.
Avantax Advisory Services first reported a position in Walgreens Boots Alliance in Q2 2019 and has held it in 25 quarters since.
Avantax Advisory Services's Walgreens Boots Alliance position peaked at $1.65M in Q1 2023.
809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.