CTWM
WBA

Cherry Tree Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Cherry Tree 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
Closed -$242 – 607
2025
Q2 		$242 Hold
21
– – ﹤0.01% 598
2025
Q1 		$235 Hold
21
– – ﹤0.01% 747
2024
Q4 		$196 Hold
21
– – ﹤0.01% 639
2024
Q3 		$189 Hold
21
– – ﹤0.01% 608
2024
Q2 		$254 Hold
21
– – ﹤0.01% 587
2024
Q1 		$456 Hold
21
– – ﹤0.01% 572
2023
Q4 		$549 Hold
21
– – ﹤0.01% 566
2023
Q3 		$468 Hold
21
– – ﹤0.01% 561
2023
Q2 		$599 Buy
+21
New +$684 ﹤0.01% 559

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $2.21B AUM 22.85% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Cherry Tree Wealth Management's WBA Position: Q3 2025 in Review

Cherry Tree Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 21 shares — an estimated $242 sold.

Cherry Tree Wealth Management first reported a position in WBA in Q2 2023 and held it in 9 quarters. The position peaked at $599 in Q2 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Cherry Tree Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 21 Walgreens Boots Alliance shares in Q3 2025, an estimated $242.
  • Cherry Tree Wealth Management first reported a position in Walgreens Boots Alliance in Q2 2023 and held it in 9 quarters.
  • Cherry Tree Wealth Management's Walgreens Boots Alliance position peaked at $599 in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2025, filed 24 Nov 2025.