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Golden State Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Golden State 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
Q2 		– Sell
-50
Closed -$559 – 1668
2025
Q1 		$559 Sell
50
-2,685
-98% -$29.1K ﹤0.01% 1497
2024
Q4 		$25.5K Buy
+2,735
New +$25.4K ﹤0.01% 707
2020
Q4 		– Sell
-1,762
Closed -$63K – 423
2020
Q3 		$63K Buy
+1,762
New +$68.9K 0.02% 311
2020
Q2 		– Sell
-1,245
Closed -$57K – 938
2020
Q1 		$57K Buy
+1,245
New +$63.2K 0.03% 340
2019
Q4 		– Sell
-1,180
Closed -$65K – 950
2019
Q3 		$65K Buy
1,180
+476
+68% +$25.5K 0.02% 380
2019
Q2 		$38K Buy
+704
New +$37.4K 0.01% 511

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS O'Connor
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Golden State Wealth Management's WBA Position: Q2 2025 in Review

Golden State Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 50 shares — an estimated $559 sold.

Golden State Wealth Management first reported a position in WBA in Q2 2019 and held it in 6 quarters. The position peaked at $65K in Q3 2019. 810 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • Golden State Wealth Management reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 50 Walgreens Boots Alliance shares in Q2 2025, an estimated $559.
  • Golden State Wealth Management first reported a position in Walgreens Boots Alliance in Q2 2019 and held it in 6 quarters.
  • Golden State Wealth Management's Walgreens Boots Alliance position peaked at $65K in Q3 2019.
  • 810 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.