GA
WBA

GoalVest Advisory’s Walgreens Boots Alliance WBA Stock Holding History

GoalVest Advisory’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 		– Sell
-12
Closed -$134 – 527
2025
Q1 		$134 Buy
+12
New +$130 ﹤0.01% 484
2024
Q4 		– Sell
-224
Closed -$2K – 439
2024
Q3 		$2K Buy
+224
New +$2.31K ﹤0.01% 355
2022
Q3 		– Sell
-765
Closed -$29K – 317
2022
Q2 		$29K Buy
765
+758
+10,829% +$32.6K 0.02% 197
2022
Q1 		$0 Buy
+7
New +$344 ﹤0.01% 508

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

GoalVest Advisory's WBA Position: Q2 2025 in Review

GoalVest Advisory sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 12 shares — an estimated $134 sold.

GoalVest Advisory first reported a position in WBA in Q1 2022 and held it in 4 quarters. The position peaked at $29K in Q2 2022. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • GoalVest Advisory reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 12 Walgreens Boots Alliance shares in Q2 2025, an estimated $134.
  • GoalVest Advisory first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 4 quarters.
  • GoalVest Advisory's Walgreens Boots Alliance position peaked at $29K in Q2 2022.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.