DWM
WBA

Dogwood Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Dogwood Wealth Management’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
-265
Closed -$3.05K – 814
2025
Q2 		$3.05K Hold
265
– – ﹤0.01% 517
2025
Q1 		$2.96K Hold
265
– – ﹤0.01% 295
2024
Q4 		$2.47K Buy
+265
New +$2.46K ﹤0.01% 225
2024
Q3 		– Hold
0
– – – 577
2024
Q2 		– Hold
0
– – – 612
2024
Q1 		– Hold
0
– – – 552
2023
Q4 		– Hold
0
– – – 431

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

Dogwood Wealth Management's WBA Position: Q3 2025 in Review

Dogwood Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 265 shares — an estimated $3.05K sold.

Dogwood Wealth Management first reported a position in WBA in Q4 2024 and held it in 3 quarters. The position peaked at $3.05K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Dogwood Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 265 Walgreens Boots Alliance shares in Q3 2025, an estimated $3.05K.
  • Dogwood Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 3 quarters.
  • Dogwood Wealth Management's Walgreens Boots Alliance position peaked at $3.05K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.