CAG
WBA

Crestwood Advisors Group’s Walgreens Boots Alliance WBA Stock Holding History

Crestwood Advisors 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
-21,975
Closed -$252K – 588
2025
Q2 		$252K Buy
21,975
+102
+0.5% +$1.14K ﹤0.01% 478
2025
Q1 		$244K Buy
21,873
+1,689
+8% +$18.3K ﹤0.01% 460
2024
Q4 		$188K Buy
20,184
+1,199
+6% +$11.1K ﹤0.01% 449
2024
Q3 		$170K Buy
18,985
+146
+0.8% +$1.5K ﹤0.01% 436
2024
Q2 		$228K Sell
18,839
-1,995
-10% -$33.8K ﹤0.01% 395
2024
Q1 		$452K Buy
20,834
+23
+0.1% +$511 0.01% 291
2023
Q4 		$543K Sell
20,811
-1,811
-8% -$40.5K 0.01% 250
2023
Q3 		$503K Buy
+22,622
New +$601K 0.01% 244
2022
Q2 		– Sell
-5,500
Closed -$246K – 296
2022
Q1 		$246K Sell
5,500
-1,020
-16% -$50.2K 0.01% 252
2021
Q4 		$340K Buy
+6,520
New +$316K 0.01% 239
2020
Q1 		– Sell
-9,305
Closed -$549K – 256
2019
Q4 		$549K Sell
9,305
-3,420
-27% -$197K 0.02% 171
2019
Q3 		$704K Sell
12,725
-1,150
-8% -$61.6K 0.03% 146
2019
Q2 		$759K Buy
+13,875
New +$738K 0.03% 142

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 $4.82B AUM 20.19% 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

Crestwood Advisors Group's WBA Position: Q3 2025 in Review

Crestwood Advisors Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 21,975 shares — an estimated $252K sold.

Crestwood Advisors Group first reported a position in WBA in Q2 2019 and held it in 13 quarters. The position peaked at $759K in Q2 2019. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Crestwood Advisors Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 21,975 Walgreens Boots Alliance shares in Q3 2025, an estimated $252K.
  • Crestwood Advisors Group first reported a position in Walgreens Boots Alliance in Q2 2019 and held it in 13 quarters.
  • Crestwood Advisors Group's Walgreens Boots Alliance position peaked at $759K in Q2 2019.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Crestwood Advisors Group's 13F filing for Q3 2025, filed 7 Nov 2025.