Daymark Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Daymark Wealth Partners’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 Q2	–	Sell	-3,526	Closed	-$39.4K	–	572
2025 Q1	$39.4K	Sell	3,526 -119,992	-97%	-$1.3M	﹤0.01%	496
2024 Q4	$153K	Sell	123,518 -3,741	-3%	-$34.7K	0.01%	489
2024 Q3	$185K	Sell	127,259 -11	-0%	-$113	0.01%	502
2024 Q2	$208K	Sell	127,270 -424	-0.3%	-$7.19K	0.01%	477
2024 Q1	$287K	Hold	127,694	–	–	0.02%	351
2023 Q4	$321K	Sell	127,694 -933	-0.7%	-$20.9K	0.02%	311
2023 Q3	$312K	Buy	128,627 +119,603	+1,325%	+$3.18M	0.02%	298
2023 Q2	$257K	Buy	+9,024	New	+$294K	0.02%	319
2023 Q1	–	Sell	-7,185	Closed	-$268K	–	304
2022 Q4	$268K	Buy	+7,185	New	+$270K	0.05%	194

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Daymark Wealth Partners's WBA Position: Q2 2025 in Review

Daymark Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 3,526 shares — an estimated $39.4K sold.

Daymark Wealth Partners first reported a position in WBA in Q4 2022 and held it in 9 quarters. The position peaked at $321K in Q4 2023. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

Daymark Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
Daymark Wealth Partners sold 3,526 Walgreens Boots Alliance shares in Q2 2025, an estimated $39.4K.
Daymark Wealth Partners first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 9 quarters.
Daymark Wealth Partners's Walgreens Boots Alliance position peaked at $321K in Q4 2023.
809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Daymark Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.