EWA
WBA

EP Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

EP Wealth Advisors’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 		$165K Buy
14,372
+1,204
+9% +$13.4K ﹤0.01% 1300
2025
Q1 		$147K Buy
13,168
+613
+5% +$6.65K ﹤0.01% 1191
2024
Q4 		$117K Sell
12,555
-9,231
-42% -$85.7K ﹤0.01% 1179
2024
Q3 		$195K Buy
21,786
+10,707
+97% +$110K ﹤0.01% 1054
2024
Q2 		$134K Buy
11,079
+732
+7% +$12.4K ﹤0.01% 803
2024
Q1 		$224K Sell
10,347
-1,041
-9% -$23.1K ﹤0.01% 707
2023
Q4 		$297K Buy
+11,388
New +$255K ﹤0.01% 620
2023
Q2 		– Sell
-95,907
Closed -$3.73M – 730
2023
Q1 		$3.73M Buy
95,907
+85,253
+800% +$3.03M 0.06% 163
2022
Q4 		$398K Buy
+10,654
New +$401K 0.01% 422
2022
Q3 		– Sell
-7,410
Closed -$281K – 649
2022
Q2 		$281K Sell
7,410
-87
-1% -$3.74K 0.01% 494
2022
Q1 		$336K Buy
7,497
+92
+1% +$4.52K 0.01% 470
2021
Q4 		$386K Sell
7,405
-295
-4% -$14.3K 0.01% 411
2021
Q3 		$362K Sell
7,700
-355
-4% -$17.1K 0.01% 394
2021
Q2 		$424K Sell
8,055
-756
-9% -$40.7K 0.01% 368
2021
Q1 		$484K Buy
8,811
+74
+0.8% +$3.66K 0.02% 330
2020
Q4 		$348K Sell
8,737
-4,824
-36% -$187K 0.01% 326
2020
Q3 		$487K Hold
13,561
– – 0.02% 229
2020
Q2 		$575K Sell
13,561
-8,854
-40% -$376K 0.02% 230
2020
Q1 		$1.02M Buy
22,415
+10,939
+95% +$555K 0.05% 163
2019
Q4 		$677K Buy
11,476
+3,974
+53% +$229K 0.03% 236
2019
Q3 		$415K Buy
7,502
+3,421
+84% +$183K 0.02% 238
2019
Q2 		$223K Buy
+4,081
New +$217K 0.01% 279
2017
Q1 		– Sell
-110,192
Closed -$8.16M – 167
2016
Q4 		$8.16M Buy
110,192
+2,771
+3% +$229K 1.19% 24
2016
Q3 		$8.66M Buy
107,421
+1,259
+1% +$103K 1.35% 23
2016
Q2 		$8.84M Buy
+106,162
New +$8.57M 1.41% 24

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EP Wealth Advisors's WBA Position: Q2 2025 in Review

EP Wealth Advisors increased its Walgreens Boots Alliance (WBA) stake by 9.1% in Q2 2025, buying an estimated $13.4K and bringing the position to 14,372 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

EP Wealth Advisors first reported a position in WBA in Q2 2016 and has held it in 25 quarters since. The position peaked at $8.84M in Q2 2016. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • EP Wealth Advisors held 14,372 shares of Walgreens Boots Alliance worth $165K as of Q2 2025.
  • EP Wealth Advisors bought 1,204 Walgreens Boots Alliance shares in Q2 2025, an estimated $13.4K.
  • Walgreens Boots Alliance made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1300 holding.
  • EP Wealth Advisors first reported a position in Walgreens Boots Alliance in Q2 2016 and has held it in 25 quarters since.
  • EP Wealth Advisors's Walgreens Boots Alliance position peaked at $8.84M in Q2 2016.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.