FWM
WBA

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

Forza 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
-13,425
Closed -$154K – 199
2025
Q2 		$154K Sell
13,425
-130
-1% -$1.45K 0.06% 186
2025
Q1 		$151K Hold
13,555
– – 0.07% 175
2024
Q4 		$126K Sell
13,555
-6,158
-31% -$57.2K 0.06% 182
2024
Q3 		$177K Sell
19,713
-1,125
-5% -$11.6K 0.08% 184
2024
Q2 		$252K Sell
20,838
-1,275
-6% -$21.6K 0.13% 153
2024
Q1 		$480K Buy
22,113
+395
+2% +$8.78K 0.25% 113
2023
Q4 		$567K Sell
21,718
-9,525
-30% -$213K 0.31% 90
2023
Q3 		$695K Sell
31,243
-5,100
-14% -$136K 0.36% 86
2023
Q2 		$1.04M Buy
36,343
+780
+2% +$25.4K 0.52% 66
2023
Q1 		$1.23M Buy
35,563
+420
+1% +$14.9K 0.63% 50
2022
Q4 		$1.31M Buy
+35,143
New +$1.32M 0.87% 34

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 $4.82B AUM 20.19% 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

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

Forza Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 13,425 shares — an estimated $154K sold.

Forza Wealth Management first reported a position in WBA in Q4 2022 and held it in 11 quarters. The position peaked at $1.31M in Q4 2022. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Forza Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Forza Wealth Management sold 13,425 Walgreens Boots Alliance shares in Q3 2025, an estimated $154K.
  • Forza Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 11 quarters.
  • Forza Wealth Management's Walgreens Boots Alliance position peaked at $1.31M in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Forza Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.