CIA
WBA

Concurrent Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Concurrent Investment 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
-17,425
Closed -$200K – 1611
2025
Q2 		$200K Buy
17,425
+3,501
+25% +$39K ﹤0.01% 1271
2025
Q1 		$156K Buy
13,924
+3,064
+28% +$33.3K ﹤0.01% 1160
2024
Q4 		$101K Sell
10,860
-3,430
-24% -$31.8K ﹤0.01% 1050
2024
Q3 		$128K Sell
14,290
-977
-6% -$10.1K ﹤0.01% 991
2024
Q2 		$185K Buy
+15,267
New +$259K 0.01% 884
2024
Q1 		– Sell
-16,836
Closed -$440K – 1007
2023
Q4 		$440K Buy
+16,836
New +$376K 0.02% 520

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

Concurrent Investment Advisors's WBA Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 17,425 shares — an estimated $200K sold.

Concurrent Investment Advisors first reported a position in WBA in Q4 2023 and held it in 6 quarters. The position peaked at $440K in Q4 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 17,425 Walgreens Boots Alliance shares in Q3 2025, an estimated $200K.
  • Concurrent Investment Advisors first reported a position in Walgreens Boots Alliance in Q4 2023 and held it in 6 quarters.
  • Concurrent Investment Advisors's Walgreens Boots Alliance position peaked at $440K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.