CA
WBA

Clearstead Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Clearstead 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
-5,658
Closed -$65K – 3260
2025
Q2 		$65K Buy
5,658
+2,331
+70% +$26K ﹤0.01% 1202
2025
Q1 		$37.2K Buy
3,327
+180
+6% +$1.95K ﹤0.01% 1249
2024
Q4 		$29.4K Sell
3,147
-1,890
-38% -$17.5K ﹤0.01% 1285
2024
Q3 		$45.1K Sell
5,037
-472
-9% -$4.86K ﹤0.01% 1228
2024
Q2 		$66.6K Buy
5,509
+1,364
+33% +$23.1K ﹤0.01% 1096
2024
Q1 		$75.1K Buy
4,145
+172
+4% +$3.82K ﹤0.01% 665
2023
Q4 		$104K Sell
3,973
-13,878
-78% -$310K 0.01% 579
2023
Q3 		$397K Buy
17,851
+12,219
+217% +$325K 0.01% 442
2023
Q2 		$160K Sell
5,632
-344
-6% -$11.2K 0.01% 461
2023
Q1 		$207K Sell
5,976
-1,606
-21% -$57K 0.02% 390
2022
Q4 		$283K Sell
7,582
-10
-0.1% -$376 0.02% 334
2022
Q3 		$238K Sell
7,592
-13,482
-64% -$499K 0.02% 345
2022
Q2 		$799K Buy
21,074
+1,780
+9% +$76.5K 0.06% 192
2022
Q1 		$864K Buy
19,294
+365
+2% +$17.9K 0.06% 192
2021
Q4 		$987K Sell
18,929
-1,875
-9% -$90.8K 0.07% 184
2021
Q3 		$979K Buy
20,804
+338
+2% +$16.3K 0.07% 178
2021
Q2 		$1.08M Buy
20,466
+142
+0.7% +$7.64K 0.08% 162
2021
Q1 		$1.12M Buy
20,324
+108
+0.5% +$5.34K 0.09% 151
2020
Q4 		$806K Buy
20,216
+15,131
+298% +$586K 0.07% 165
2020
Q3 		$183K Sell
5,085
-2,365
-32% -$92.5K 0.02% 285
2020
Q2 		$316K Hold
7,450
– – 0.04% 222
2020
Q1 		$341K Sell
7,450
-1,674
-18% -$85K 0.05% 187
2019
Q4 		$538K Buy
9,124
+171
+2% +$9.86K 0.07% 172
2019
Q3 		$495K Sell
8,953
-124
-1% -$6.64K 0.07% 167
2019
Q2 		$496K Sell
9,077
-1,483
-14% -$78.8K 0.07% 171
2019
Q1 		$668K Buy
10,560
+119
+1% +$8.13K 0.09% 142
2018
Q4 		$713K Hold
10,441
– – 0.11% 135
2018
Q3 		$761K Sell
10,441
-173
-2% -$11.7K 0.1% 120
2018
Q2 		$637K Sell
10,614
-975
-8% -$62.8K 0.09% 128
2018
Q1 		$759K Sell
11,589
-4,619
-28% -$330K 0.11% 122
2017
Q4 		$1.18M Sell
16,208
-847
-5% -$59.7K 0.16% 95
2017
Q3 		$1.32M Buy
17,055
+1,925
+13% +$154K 0.17% 102
2017
Q2 		$1.19M Buy
15,130
+275
+2% +$22.6K 0.17% 97
2017
Q1 		$1.23M Buy
14,855
+1,600
+12% +$134K 0.18% 90
2016
Q4 		$1.1M Buy
+13,255
New +$1.1M 0.18% 86

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

Clearstead Advisors's WBA Position: Q3 2025 in Review

Clearstead Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 5,658 shares — an estimated $65K sold.

Clearstead Advisors first reported a position in WBA in Q4 2016 and held it in 35 quarters. The position peaked at $1.32M in Q3 2017. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Clearstead Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 5,658 Walgreens Boots Alliance shares in Q3 2025, an estimated $65K.
  • Clearstead Advisors first reported a position in Walgreens Boots Alliance in Q4 2016 and held it in 35 quarters.
  • Clearstead Advisors's Walgreens Boots Alliance position peaked at $1.32M in Q3 2017.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.