Baron Silver Stevens Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Baron Silver Stevens Financial 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 Q1	–	Sell	-12,723	Closed	-$119K	–	132
2024 Q4	$119K	Sell	12,723 -1,262	-9%	-$11.7K	0.02%	127
2024 Q3	$125K	Buy	+13,985	New	+$144K	0.02%	120
2022 Q4	–	Sell	-219	Closed	-$289	–	148
2022 Q3	$289	Buy	+219	New	+$8.11K	0.08%	68
2021 Q1	–	Sell	-219	Closed	-$8K	–	480
2020 Q4	$8K	Buy	+219	New	+$8.48K	﹤0.01%	282

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

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

Baron Silver Stevens Financial Advisors's WBA Position: Q1 2025 in Review

Baron Silver Stevens Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 12,723 shares — an estimated $119K sold.

Baron Silver Stevens Financial Advisors first reported a position in WBA in Q4 2020 and held it in 4 quarters. The position peaked at $125K in Q3 2024. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

Baron Silver Stevens Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 12,723 Walgreens Boots Alliance shares in Q1 2025, an estimated $119K.
Baron Silver Stevens Financial Advisors first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 4 quarters.
Baron Silver Stevens Financial Advisors's Walgreens Boots Alliance position peaked at $125K in Q3 2024.
852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2025, filed 7 May 2025.