CPG
WBA

Cornerstone Planning Group’s Walgreens Boots Alliance WBA Stock Holding History

Cornerstone Planning Group’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
-57
Closed -$667 – 1764
2025
Q2 		$667 Hold
57
– – ﹤0.01% 1217
2025
Q1 		$627 Sell
57
-3
-5% -$33 ﹤0.01% 1234
2024
Q4 		$681 Buy
60
+49
+445% +$455 ﹤0.01% 1053
2024
Q3 		$101 Hold
11
– – ﹤0.01% 1252
2024
Q2 		$113 Hold
11
– – ﹤0.01% 1199
2024
Q1 		$184 Buy
11
+1
+10% +$22 ﹤0.01% 1020
2023
Q4 		$267 Sell
10
-42
-81% -$939 ﹤0.01% 839
2023
Q3 		$1.16K Buy
+52
New +$1.38K ﹤0.01% 762

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 $2.89M AUM 12.57% 1-Year Est. Return

Cornerstone Planning Group's WBA Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 57 shares — an estimated $667 sold.

Cornerstone Planning Group first reported a position in WBA in Q3 2023 and held it in 8 quarters. The position peaked at $1.16K in Q3 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 57 Walgreens Boots Alliance shares in Q3 2025, an estimated $667.
  • Cornerstone Planning Group first reported a position in Walgreens Boots Alliance in Q3 2023 and held it in 8 quarters.
  • Cornerstone Planning Group's Walgreens Boots Alliance position peaked at $1.16K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.