CI
WBA

CX Institutional’s Walgreens Boots Alliance WBA Stock Holding History

CX Institutional’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
-18,292
Closed -$210K – 1403
2025
Q2 		$210K Buy
18,292
+1,936
+12% +$21.6K 0.01% 609
2025
Q1 		$183K Buy
+16,356
New +$178K 0.01% 622
2022
Q3 		– Sell
-1,258
Closed -$47K – 1126
2022
Q2 		$47K Buy
+1,258
New +$54.1K ﹤0.01% 690
2021
Q4 		– Sell
-2,124
Closed -$100K – 895
2021
Q3 		$100K Buy
2,124
+370
+21% +$17.8K 0.01% 449
2021
Q2 		$92K Buy
1,754
+388
+28% +$20.9K 0.01% 449
2021
Q1 		$75K Sell
1,366
-52,930
-97% -$2.62M 0.01% 420
2020
Q4 		$2.17M Sell
54,296
-12,330
-19% -$478K 0.21% 147
2020
Q3 		$2.39M Buy
66,626
+27,558
+71% +$1.08M 0.26% 111
2020
Q2 		$1.67M Buy
39,068
+7,942
+26% +$337K 0.22% 126
2020
Q1 		$1.42M Sell
31,126
-4,532
-13% -$230K 0.23% 100
2019
Q4 		$2.1M Buy
35,658
+542
+2% +$31.2K 0.37% 69
2019
Q3 		$1.94M Buy
35,116
+34,962
+22,703% +$1.87M 0.31% 83
2019
Q2 		$8K Buy
154
+56
+57% +$2.98K ﹤0.01% 535
2019
Q1 		$6K Sell
98
-28,683
-100% -$1.96M ﹤0.01% 528
2018
Q4 		$1.97M Buy
28,781
+8,893
+45% +$690K 0.42% 54
2018
Q3 		$1.45M Buy
19,888
+638
+3% +$43.3K 0.48% 67
2018
Q2 		$1.16M Buy
+19,250
New +$1.24M 0.43% 74

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

CX Institutional's WBA Position: Q3 2025 in Review

CX Institutional sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 18,292 shares — an estimated $210K sold.

CX Institutional first reported a position in WBA in Q2 2018 and held it in 17 quarters. The position peaked at $2.39M in Q3 2020. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • CX Institutional reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • CX Institutional sold 18,292 Walgreens Boots Alliance shares in Q3 2025, an estimated $210K.
  • CX Institutional first reported a position in Walgreens Boots Alliance in Q2 2018 and held it in 17 quarters.
  • CX Institutional's Walgreens Boots Alliance position peaked at $2.39M in Q3 2020.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.