Columbia Asset Management’s Walgreens Boots Alliance WBA Stock Holding History

Columbia Asset 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 Q1	–	Sell	-684,000	Closed	-$663K	–	279
2024 Q4	$663K	Buy	+684,000	New	+$6.35M	0.12%	114

Other funds holding WBA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 $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

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

Columbia Asset Management's WBA Position: Q3 2025 in Review

Columbia Asset Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 20,007 shares — an estimated $230K sold.

Columbia Asset Management first reported a position in WBA in Q4 2013 and held it in 45 quarters. The position peaked at $2.32M in Q2 2014. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Columbia Asset Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Columbia Asset Management sold 20,007 Walgreens Boots Alliance shares in Q3 2025, an estimated $230K.
Columbia Asset Management first reported a position in Walgreens Boots Alliance in Q4 2013 and held it in 45 quarters.
Columbia Asset Management's Walgreens Boots Alliance position peaked at $2.32M in Q2 2014.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Columbia Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.