Azimuth Capital Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Azimuth Capital Investment Management’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	-12,200	Closed	-$114K	–	306
2024 Q4	$114K	Sell	12,200 -3,300	-21%	-$30.6K	﹤0.01%	297
2024 Q3	$139K	Sell	15,500 -26,420	-63%	-$272K	0.01%	300
2024 Q2	$507K	Sell	41,920 -67,355	-62%	-$1.14M	0.02%	241
2024 Q1	$2.37M	Sell	109,275 -32,000	-23%	-$711K	0.1%	175
2023 Q4	$3.69M	Sell	141,275 -34,767	-20%	-$777K	0.17%	158
2023 Q3	$3.92M	Sell	176,042 -123,123	-41%	-$3.27M	0.19%	151
2023 Q2	$8.52M	Buy	299,165 +330	+0.1%	+$10.8K	0.41%	83
2023 Q1	$10.3M	Buy	298,835 +14,870	+5%	+$528K	0.51%	65
2022 Q4	$10.6M	Sell	283,965 -17,510	-6%	-$658K	0.54%	60
2022 Q3	$9.47M	Buy	301,475 +7,860	+3%	+$291K	0.52%	60
2022 Q2	$11.1M	Buy	+293,615	New	+$12.6M	0.56%	59

Other funds holding WBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Azimuth Capital Investment Management's WBA Position: Q1 2025 in Review

Azimuth Capital Investment Management sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 12,200 shares — an estimated $114K sold.

Azimuth Capital Investment Management first reported a position in WBA in Q2 2022 and held it in 11 quarters. The position peaked at $11.1M in Q2 2022. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

Azimuth Capital Investment Management reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
Azimuth Capital Investment Management sold 12,200 Walgreens Boots Alliance shares in Q1 2025, an estimated $114K.
Azimuth Capital Investment Management first reported a position in Walgreens Boots Alliance in Q2 2022 and held it in 11 quarters.
Azimuth Capital Investment Management's Walgreens Boots Alliance position peaked at $11.1M in Q2 2022.
852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2025, filed 13 May 2025.