BIA
WBA

Bell Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Bell Investment 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
Q3 		– Sell
-176
Closed -$2.02K – 1965
2025
Q2 		$2.02K Sell
176
-44
-20% -$490 ﹤0.01% 1361
2025
Q1 		$2.46K Buy
220
+3
+1% +$33 ﹤0.01% 1231
2024
Q4 		$2.02K Sell
217
-272
-56% -$2.52K ﹤0.01% 1328
2024
Q3 		$4.38K Buy
489
+320
+189% +$3.29K ﹤0.01% 1007
2024
Q2 		$2.04K Sell
169
-24
-12% -$407 ﹤0.01% 1341
2024
Q1 		$4.19K Buy
193
+45
+30% +$1K ﹤0.01% 1022
2023
Q4 		$3.87K Sell
148
-866
-85% -$19.4K ﹤0.01% 1006
2023
Q3 		$22.6K Sell
1,014
-292
-22% -$7.76K 0.01% 288
2023
Q2 		$37.2K Buy
1,306
+187
+17% +$6.09K 0.01% 202
2023
Q1 		$38.7K Buy
1,119
+109
+11% +$3.87K 0.01% 199
2022
Q4 		$37.7K Buy
1,010
+98
+11% +$3.69K 0.01% 204
2022
Q3 		$29K Sell
912
-130
-12% -$4.82K 0.01% 202
2022
Q2 		$39K Buy
+1,042
New +$44.8K 0.01% 163
2021
Q4 		$48K Buy
925
+17
+2% +$823 0.01% 165
2021
Q3 		$43K Buy
+908
New +$43.8K 0.01% 165

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

Bell Investment Advisors's WBA Position: Q3 2025 in Review

Bell Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 176 shares — an estimated $2.02K sold.

Bell Investment Advisors first reported a position in WBA in Q3 2021 and held it in 15 quarters. The position peaked at $48K in Q4 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Bell Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 176 Walgreens Boots Alliance shares in Q3 2025, an estimated $2.02K.
  • Bell Investment Advisors first reported a position in Walgreens Boots Alliance in Q3 2021 and held it in 15 quarters.
  • Bell Investment Advisors's Walgreens Boots Alliance position peaked at $48K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.