GFG
WBA

Goldstone Financial Group’s Walgreens Boots Alliance WBA Stock Holding History

Goldstone Financial Group’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
-13,905
Closed -$159K – 227
2025
Q2 		$159K Buy
13,905
+97
+0.7% +$1.08K 0.02% 206
2025
Q1 		$154K Buy
13,808
+5
+0% +$54 0.02% 202
2024
Q4 		$129K Hold
13,803
– – 0.02% 199
2024
Q3 		$124K Sell
13,803
-254
-2% -$2.61K 0.02% 193
2024
Q2 		$170K Sell
14,057
-44
-0.3% -$746 0.03% 177
2024
Q1 		$306K Hold
14,101
– – 0.07% 127
2023
Q4 		$368K Buy
14,101
+116
+0.8% +$2.59K 0.1% 109
2023
Q3 		$311K Sell
13,985
-940
-6% -$25K 0.09% 113
2023
Q2 		$425K Buy
14,925
+254
+2% +$8.28K 0.13% 99
2023
Q1 		$507K Buy
+14,671
New +$521K 0.17% 84

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 $4.1M AUM 0.16% 1-Year Est. Return

Goldstone Financial Group's WBA Position: Q3 2025 in Review

Goldstone Financial Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 13,905 shares — an estimated $159K sold.

Goldstone Financial Group first reported a position in WBA in Q1 2023 and held it in 10 quarters. The position peaked at $507K in Q1 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Goldstone Financial Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 13,905 Walgreens Boots Alliance shares in Q3 2025, an estimated $159K.
  • Goldstone Financial Group first reported a position in Walgreens Boots Alliance in Q1 2023 and held it in 10 quarters.
  • Goldstone Financial Group's Walgreens Boots Alliance position peaked at $507K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Goldstone Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.