Clear Investment Research’s Walgreens Boots Alliance WBA Stock Holding History

Clear Investment Research’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	-800	Closed	-$9.18K	–	254
2025 Q2	$9.18K	Hold	800	–	–	0.01%	163
2025 Q1	$8.94K	Hold	800	–	–	0.01%	159
2024 Q4	$7.46K	Hold	800	–	–	0.01%	164
2024 Q3	$7.17K	Hold	800	–	–	0.01%	163
2024 Q2	$9.68K	Hold	800	–	–	0.01%	152
2024 Q1	$17.4K	Hold	800	–	–	0.02%	140
2023 Q4	$20.9K	Hold	800	–	–	0.03%	145
2023 Q3	$17.8K	Hold	800	–	–	0.03%	116
2023 Q2	$22.8K	Hold	800	–	–	0.04%	113
2023 Q1	$27.7K	Hold	800	–	–	0.05%	102
2022 Q4	$30K	Hold	800	–	–	0.06%	92
2022 Q3	$25K	Hold	800	–	–	0.05%	98
2022 Q2	$30K	Hold	800	–	–	0.07%	86
2022 Q1	$36K	Hold	800	–	–	0.07%	89
2021 Q4	$42K	Hold	800	–	–	0.06%	87
2021 Q3	$38K	Hold	800	–	–	0.06%	87
2021 Q2	$42K	Buy	+800	New	+$43K	0.07%	80
2019 Q4	–	Sell	-8	Closed	–	–	390
2019 Q3	$0	Hold	8	–	–	﹤0.01%	390
2019 Q2	$0	Hold	8	–	–	﹤0.01%	390
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	206
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	196
2018 Q3	$1K	Buy	+8	New	+$543	﹤0.01%	208
2017 Q2	–	Sell	-100	Closed	-$8K	–	61
2017 Q1	$8K	Buy	+100	New	+$8.39K	0.01%	34

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 $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

PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return

Clear Investment Research's WBA Position: Q3 2025 in Review

Clear Investment Research sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 800 shares — an estimated $9.18K sold.

Clear Investment Research first reported a position in WBA in Q1 2017 and held it in 23 quarters. The position peaked at $42K in Q4 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Clear Investment Research reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Clear Investment Research sold 800 Walgreens Boots Alliance shares in Q3 2025, an estimated $9.18K.
Clear Investment Research first reported a position in Walgreens Boots Alliance in Q1 2017 and held it in 23 quarters.
Clear Investment Research's Walgreens Boots Alliance position peaked at $42K in Q4 2021.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Clear Investment Research's 13F filing for Q3 2025, filed 7 Nov 2025.