I
WBA

INVST’s Walgreens Boots Alliance WBA Stock Holding History

INVST’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
-63,858
Closed -$733K – 320
2025
Q2 		$733K Buy
63,858
+1,607
+3% +$17.9K 0.09% 178
2025
Q1 		$695K Buy
+62,251
New +$676K 0.09% 176
2022
Q3 		– Sell
-17,262
Closed -$689K – 185
2022
Q2 		$689K Buy
17,262
+6,780
+65% +$291K 0.11% 110
2022
Q1 		$460K Buy
10,482
+115
+1% +$5.66K 0.08% 121
2021
Q4 		$471K Buy
+10,367
New +$502K 0.07% 123

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

INVST's WBA Position: Q3 2025 in Review

INVST sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 63,858 shares — an estimated $733K sold.

INVST first reported a position in WBA in Q4 2021 and held it in 5 quarters. The position peaked at $733K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • INVST reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • INVST sold 63,858 Walgreens Boots Alliance shares in Q3 2025, an estimated $733K.
  • INVST first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 5 quarters.
  • INVST's Walgreens Boots Alliance position peaked at $733K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on INVST's 13F filing for Q3 2025, filed 4 Feb 2026.