BWM
WBA

Baron Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Baron Wealth 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
Q3 		– Sell
-21,141
Closed -$243K – 271
2025
Q2 		$243K Hold
21,141
– – 0.09% 176
2025
Q1 		$236K Hold
21,141
– – 0.1% 163
2024
Q4 		$197K Buy
+21,141
New +$196K 0.09% 186
2024
Q1 		– Sell
-15,209
Closed -$397K – 192
2023
Q4 		$397K Buy
+15,209
New +$340K 0.22% 70
2023
Q1 		– Sell
-5,515
Closed -$206K – 149
2022
Q4 		$206K Buy
+5,515
New +$207K 0.16% 128

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return

Baron Wealth Management's WBA Position: Q3 2025 in Review

Baron Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 21,141 shares — an estimated $243K sold.

Baron Wealth Management first reported a position in WBA in Q4 2022 and held it in 5 quarters. The position peaked at $397K in Q4 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Baron Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Baron Wealth Management sold 21,141 Walgreens Boots Alliance shares in Q3 2025, an estimated $243K.
  • Baron Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 5 quarters.
  • Baron Wealth Management's Walgreens Boots Alliance position peaked at $397K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Baron Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.