IWN
WBA

Independent Wealth Network’s Walgreens Boots Alliance WBA Stock Holding History

Independent Wealth Network’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
-11,145
Closed -$128K – 289
2025
Q2 		$128K Sell
11,145
-3,055
-22% -$34K 0.05% 251
2025
Q1 		$159K Buy
14,200
+2,962
+26% +$32.2K 0.06% 235
2024
Q4 		$105K Buy
+11,238
New +$104K 0.04% 231

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

Independent Wealth Network's WBA Position: Q3 2025 in Review

Independent Wealth Network sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 11,145 shares — an estimated $128K sold.

Independent Wealth Network first reported a position in WBA in Q4 2024 and held it in 3 quarters. The position peaked at $159K in Q1 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Independent Wealth Network reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Independent Wealth Network sold 11,145 Walgreens Boots Alliance shares in Q3 2025, an estimated $128K.
  • Independent Wealth Network first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 3 quarters.
  • Independent Wealth Network's Walgreens Boots Alliance position peaked at $159K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Independent Wealth Network's 13F filing for Q3 2025, filed 15 Oct 2025.