CT
WBA

Clearstead Trust’s Walgreens Boots Alliance WBA Stock Holding History

Clearstead Trust’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
-952
Closed -$10.9K – 1571
2025
Q2 		$10.9K Hold
952
– – ﹤0.01% 566
2025
Q1 		$10.6K Buy
+952
New +$10.3K ﹤0.01% 456
2024
Q2 		– Sell
-2,366
Closed -$51.3K – 443
2024
Q1 		$51.3K Sell
2,366
-6,784
-74% -$151K 0.01% 238
2023
Q4 		$239K Sell
9,150
-705
-7% -$15.8K 0.07% 146
2023
Q3 		$219K Sell
9,855
-4,580
-32% -$122K 0.07% 115
2023
Q2 		$411K Buy
14,435
+47
+0.3% +$1.53K 0.13% 81
2023
Q1 		$498K Buy
14,388
+45
+0.3% +$1.6K 0.16% 80
2022
Q4 		$536K Buy
14,343
+59
+0.4% +$2.22K 0.18% 74
2022
Q3 		$449K Buy
+14,284
New +$529K 0.16% 76

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 Trust's WBA Position: Q3 2025 in Review

Clearstead Trust sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 952 shares — an estimated $10.9K sold.

Clearstead Trust first reported a position in WBA in Q3 2022 and held it in 9 quarters. The position peaked at $536K in Q4 2022. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Clearstead Trust reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 952 Walgreens Boots Alliance shares in Q3 2025, an estimated $10.9K.
  • Clearstead Trust first reported a position in Walgreens Boots Alliance in Q3 2022 and held it in 9 quarters.
  • Clearstead Trust's Walgreens Boots Alliance position peaked at $536K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

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