Corient Private Wealth
WBA

Corient Private Wealth’s Walgreens Boots Alliance WBA Stock Holding History

Corient Private Wealth’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
-240,626
Closed -$2.76M – 2695
2025
Q2 		$2.76M Sell
240,626
-34,948
-13% -$389K ﹤0.01% 903
2025
Q1 		$3.08M Sell
275,574
-7,224
-3% -$78.4K 0.01% 831
2024
Q4 		$2.64M Buy
282,798
+10,772
+4% +$100K ﹤0.01% 896
2024
Q3 		$2.44M Buy
272,026
+29,461
+12% +$303K ﹤0.01% 1013
2024
Q2 		$2.93M Sell
242,565
-24,342
-9% -$413K 0.01% 879
2024
Q1 		$5.79M Sell
266,907
-13,638
-5% -$303K 0.01% 673
2023
Q4 		$7.33M Buy
280,545
+78,523
+39% +$1.76M 0.01% 602
2023
Q3 		$4.51M Sell
202,022
-30,675
-13% -$816K 0.01% 658
2023
Q2 		$6.62M Sell
232,697
-12,769
-5% -$416K 0.02% 556
2023
Q1 		$8.49M Buy
245,466
+49,463
+25% +$1.76M 0.02% 457
2022
Q4 		$7.33M Buy
+196,003
New +$7.37M 0.03% 418

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $2.21B AUM 22.85% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Corient Private Wealth's WBA Position: Q3 2025 in Review

Corient Private Wealth sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 240,626 shares — an estimated $2.76M sold.

Corient Private Wealth first reported a position in WBA in Q4 2022 and held it in 11 quarters. The position peaked at $8.49M in Q1 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Corient Private Wealth reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 240,626 Walgreens Boots Alliance shares in Q3 2025, an estimated $2.76M.
  • Corient Private Wealth first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 11 quarters.
  • Corient Private Wealth's Walgreens Boots Alliance position peaked at $8.49M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.