HWM
WBA

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

HB 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
-31,448
Closed -$361K – 1374
2025
Q2 		$361K Sell
31,448
-672
-2% -$7.48K ﹤0.01% 870
2025
Q1 		$359K Buy
32,120
+8,892
+38% +$96.5K ﹤0.01% 890
2024
Q4 		$217K Buy
23,228
+13,061
+128% +$121K ﹤0.01% 950
2024
Q3 		$91.1K Sell
10,167
-9,725
-49% -$100K ﹤0.01% 932
2024
Q2 		$241K Buy
19,892
+8,048
+68% +$136K ﹤0.01% 787
2024
Q1 		$257K Buy
11,844
+4,018
+51% +$89.3K ﹤0.01% 713
2023
Q4 		$204K Sell
7,826
-3,193
-29% -$71.4K ﹤0.01% 739
2023
Q3 		$245K Buy
11,019
+3,598
+48% +$95.7K ﹤0.01% 633
2023
Q2 		$211K Buy
7,421
+698
+10% +$22.7K ﹤0.01% 662
2023
Q1 		$232K Sell
6,723
-310
-4% -$11K ﹤0.01% 623
2022
Q4 		$263K Buy
+7,033
New +$264K ﹤0.01% 555
2022
Q1 		– Sell
-3,931
Closed -$205K – 626
2021
Q4 		$205K Buy
+3,931
New +$190K ﹤0.01% 490

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

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

HB Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 31,448 shares — an estimated $361K sold.

HB Wealth Management first reported a position in WBA in Q4 2021 and held it in 12 quarters. The position peaked at $361K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • HB Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • HB Wealth Management sold 31,448 Walgreens Boots Alliance shares in Q3 2025, an estimated $361K.
  • HB Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 12 quarters.
  • HB Wealth Management's Walgreens Boots Alliance position peaked at $361K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on HB Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.