ECM
WBA

Evergreen Capital Management’s Walgreens Boots Alliance WBA Stock Holding History

Evergreen Capital 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
-26,101
Closed -$300K – 1369
2025
Q2 		$300K Buy
26,101
+179
+0.7% +$1.99K 0.01% 805
2025
Q1 		$290K Buy
25,922
+9,256
+56% +$100K 0.01% 769
2024
Q4 		$155K Sell
16,666
-2,857
-15% -$26.5K 0.01% 1023
2024
Q3 		$175K Buy
+19,523
New +$201K 0.01% 956
2023
Q2 		– Sell
-13,037
Closed -$451K – 838
2023
Q1 		$451K Buy
13,037
+2,415
+23% +$85.7K 0.02% 396
2022
Q4 		$397K Buy
10,622
+3,879
+58% +$146K 0.02% 412
2022
Q3 		$212K Sell
6,743
-527
-7% -$19.5K 0.01% 541
2022
Q2 		$275K Sell
7,270
-188
-3% -$8.08K 0.01% 442
2022
Q1 		$334K Sell
7,458
-691
-8% -$34K 0.01% 460
2021
Q4 		$425K Buy
8,149
+14
+0.2% +$678 0.02% 401
2021
Q3 		$383K Buy
+8,135
New +$392K 0.02% 393
2020
Q1 		– Sell
-41,226
Closed -$2.43M – 496
2019
Q4 		$2.43M Buy
+41,226
New +$2.38M 0.2% 106
2018
Q3 		– Sell
-38,918
Closed -$2.34M – 406
2018
Q2 		$2.34M Sell
38,918
-104
-0.3% -$6.7K 0.22% 99
2018
Q1 		$2.56M Buy
+39,022
New +$2.79M 0.25% 99

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $2.21B AUM 22.85% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Evergreen Capital Management's WBA Position: Q3 2025 in Review

Evergreen Capital Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 26,101 shares — an estimated $300K sold.

Evergreen Capital Management first reported a position in WBA in Q1 2018 and held it in 14 quarters. The position peaked at $2.56M in Q1 2018. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Evergreen Capital Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 26,101 Walgreens Boots Alliance shares in Q3 2025, an estimated $300K.
  • Evergreen Capital Management first reported a position in Walgreens Boots Alliance in Q1 2018 and held it in 14 quarters.
  • Evergreen Capital Management's Walgreens Boots Alliance position peaked at $2.56M in Q1 2018.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.