Creative Planning
WBA

Creative Planning’s Walgreens Boots Alliance WBA Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-100
Closed -$3K – 2605
2021
Q1 		$3K Sell
100
-3,000
-97% -$148K ﹤0.01% 2542
2020
Q4 		$11K Buy
3,100
+3,000
+3,000% +$116K ﹤0.01% 2223
2020
Q3 		$1K Sell
100
-400
-80% -$15.6K ﹤0.01% 2133
2020
Q2 		$1K Buy
+500
New +$21.2K ﹤0.01% 2006
2016
Q1 		– Sell
-500
Closed -$1K – 4556
2015
Q4 		$1K Buy
+500
New +$42.5K ﹤0.01% 4260

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

Creative Planning's WBA Position: Q3 2025 in Review

Creative Planning sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 271,118 shares — an estimated $3.11M sold.

Creative Planning first reported a position in WBA in Q2 2013 and held it in 49 quarters. The position peaked at $14.5M in Q4 2018. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Creative Planning reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 271,118 Walgreens Boots Alliance shares in Q3 2025, an estimated $3.11M.
  • Creative Planning first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 49 quarters.
  • Creative Planning's Walgreens Boots Alliance position peaked at $14.5M in Q4 2018.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.