HHGA
WBA

Halbert Hargrove Global Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Halbert Hargrove Global 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
-25,531
Closed -$293K – 748
2025
Q2 		$293K Sell
25,531
-10
-0% -$111 0.02% 71
2025
Q1 		$285K Sell
25,541
-159
-0.6% -$1.73K 0.02% 72
2024
Q4 		$240K Hold
25,700
– – 0.01% 80
2024
Q3 		$230K Hold
25,700
– – 0.01% 82
2024
Q2 		$311K Hold
25,700
– – 0.02% 72
2024
Q1 		$557K Sell
25,700
-51
-0.2% -$1.13K 0.04% 61
2023
Q4 		$672K Buy
25,751
+51
+0.2% +$1.14K 0.05% 55
2023
Q3 		$572K Sell
25,700
-9
-0% -$239 0.04% 55
2023
Q2 		$732K Sell
25,709
-1,148
-4% -$37.4K 0.05% 47
2023
Q1 		$929K Sell
26,857
-189
-0.7% -$6.71K 0.06% 49
2022
Q4 		$1.01M Buy
27,046
+545
+2% +$20.5K 0.07% 47
2022
Q3 		$832K Buy
26,501
+193
+0.7% +$7.15K 0.06% 54
2022
Q2 		$997K Sell
26,308
-225
-0.8% -$9.67K 0.07% 47
2022
Q1 		$1.19M Buy
26,533
+103
+0.4% +$5.07K 0.08% 45
2021
Q4 		$1.38M Buy
26,430
+76
+0.3% +$3.68K 0.09% 41
2021
Q3 		$1.24M Sell
26,354
-10
-0% -$482 0.09% 36
2021
Q2 		$1.39M Buy
26,364
+31
+0.1% +$1.67K 0.09% 35
2021
Q1 		$1.45M Buy
+26,333
New +$1.3M 0.1% 31
2014
Q1 		– Sell
-4,920
Closed -$283K – 136
2013
Q4 		$283K Buy
+4,920
New +$286K 0.09% 98

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

Halbert Hargrove Global Advisors's WBA Position: Q3 2025 in Review

Halbert Hargrove Global Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 25,531 shares — an estimated $293K sold.

Halbert Hargrove Global Advisors first reported a position in WBA in Q4 2013 and held it in 19 quarters. The position peaked at $1.45M in Q1 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Halbert Hargrove Global Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 25,531 Walgreens Boots Alliance shares in Q3 2025, an estimated $293K.
  • Halbert Hargrove Global Advisors first reported a position in Walgreens Boots Alliance in Q4 2013 and held it in 19 quarters.
  • Halbert Hargrove Global Advisors's Walgreens Boots Alliance position peaked at $1.45M in Q1 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.