CIAS
WBA

CBIZ Investment Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

CBIZ Investment Advisory Services’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
-424
Closed -$4.87K – 789
2025
Q2 		$4.87K Hold
424
– – ﹤0.01% 434
2025
Q1 		$4.74K Hold
424
– – ﹤0.01% 404
2024
Q4 		$3.96K Buy
424
+229
+117% +$2.13K ﹤0.01% 333
2024
Q3 		$1.75K Buy
+195
New +$2.01K ﹤0.01% 352

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

CBIZ Investment Advisory Services's WBA Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 424 shares — an estimated $4.87K sold.

CBIZ Investment Advisory Services first reported a position in WBA in Q3 2024 and held it in 4 quarters. The position peaked at $4.87K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 424 Walgreens Boots Alliance shares in Q3 2025, an estimated $4.87K.
  • CBIZ Investment Advisory Services first reported a position in Walgreens Boots Alliance in Q3 2024 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Walgreens Boots Alliance position peaked at $4.87K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.