FGA
WBA

Fortis Group Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Fortis Group 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
Q3 		– Sell
-100
Closed -$1.15K – 567
2025
Q2 		$1.15K Hold
100
– – ﹤0.01% 463
2025
Q1 		$1.12K Hold
100
– – ﹤0.01% 434
2024
Q4 		$933 Hold
100
– – ﹤0.01% 450
2024
Q3 		$896 Hold
100
– – ﹤0.01% 447
2024
Q2 		$1.21K Hold
100
– – ﹤0.01% 437
2024
Q1 		$2.17K Sell
100
-100
-50% -$2.22K ﹤0.01% 434
2023
Q4 		$5.22K Buy
200
+100
+100% +$2.23K ﹤0.01% 355
2023
Q3 		$2.22K Buy
+100
New +$2.66K ﹤0.01% 360
2020
Q3 		$3K Buy
+100
New +$3.91K ﹤0.01% 379

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 $2.89M AUM 12.57% 1-Year Est. Return

Fortis Group Advisors's WBA Position: Q3 2025 in Review

Fortis Group Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 100 shares — an estimated $1.15K sold.

Fortis Group Advisors first reported a position in WBA in Q3 2020 and held it in 9 quarters. The position peaked at $5.22K in Q4 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Fortis Group Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 100 Walgreens Boots Alliance shares in Q3 2025, an estimated $1.15K.
  • Fortis Group Advisors first reported a position in Walgreens Boots Alliance in Q3 2020 and held it in 9 quarters.
  • Fortis Group Advisors's Walgreens Boots Alliance position peaked at $5.22K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Fortis Group Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.