Beacon Pointe Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Beacon Pointe 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
2024 Q3	–	Sell	-200	Closed	-$2.42K	–	1320
2024 Q2	$2.42K	Hold	200	–	–	﹤0.01%	1266
2024 Q1	$4.34K	Buy	+200	New	+$4.44K	﹤0.01%	1354

Other funds holding WBA

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Beacon Pointe Advisors's WBA Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 245,081 shares — an estimated $2.81M sold.

Beacon Pointe Advisors first reported a position in WBA in Q4 2018 and held it in 26 quarters. The position peaked at $7.71M in Q4 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Beacon Pointe Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Beacon Pointe Advisors sold 245,081 Walgreens Boots Alliance shares in Q3 2025, an estimated $2.81M.
Beacon Pointe Advisors first reported a position in Walgreens Boots Alliance in Q4 2018 and held it in 26 quarters.
Beacon Pointe Advisors's Walgreens Boots Alliance position peaked at $7.71M in Q4 2023.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.