IIA
WBA

IPG Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

IPG Investment 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
Q2 		– Sell
-451,800
Closed -$5.05M – 211
2025
Q1 		$5.05M Sell
451,800
-740,789
-62% -$8.04M 1.14% 21
2024
Q4 		$11.1M Sell
1,192,589
-436,146
-27% -$4.05M 2.53% 10
2024
Q3 		$14.6M Buy
1,628,735
+919,425
+130% +$9.46M 3.18% 9
2024
Q2 		$8.58M Buy
709,310
+277,075
+64% +$4.7M 1.87% 11
2024
Q1 		$9.38M Buy
432,235
+178,310
+70% +$3.96M 2.04% 15
2023
Q4 		$6.63M Sell
253,925
-212,710
-46% -$4.76M 1.32% 20
2023
Q3 		$10.4M Buy
+466,635
New +$12.4M 2.29% 16
2021
Q2 		– Sell
-125,408
Closed -$6.88M – 223
2021
Q1 		$6.88M Sell
125,408
-1,475
-1% -$72.9K 1.34% 20
2020
Q4 		$5.06M Buy
126,883
+30,970
+32% +$1.2M 1.17% 25
2020
Q3 		$3.45M Buy
95,913
+41,870
+77% +$1.64M 0.98% 28
2020
Q2 		$2.29M Buy
+54,043
New +$2.29M 0.78% 31
2018
Q3 		– Sell
-131,141
Closed -$7.87M – 183
2018
Q2 		$7.87M Buy
131,141
+60
+0% +$3.86K 2.75% 13
2018
Q1 		$8.58M Buy
131,081
+35,300
+37% +$2.52M 2.8% 11
2017
Q4 		$6.96M Buy
95,781
+13,095
+16% +$922K 2.89% 9
2017
Q3 		$6.39M Buy
82,686
+31,100
+60% +$2.49M 2.2% 14
2017
Q2 		$4.04M Buy
51,586
+76
+0.1% +$6.25K 1.62% 20
2017
Q1 		$4.28M Hold
51,510
– – 1.93% 15
2016
Q4 		$4.21M Buy
51,510
+3,210
+7% +$265K 1.71% 19
2016
Q3 		$3.85M Buy
+48,300
New +$3.94M 1.62% 19

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IPG Investment Advisors's WBA Position: Q2 2025 in Review

IPG Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 451,800 shares — an estimated $5.05M sold.

IPG Investment Advisors first reported a position in WBA in Q3 2016 and held it in 19 quarters. The position peaked at $14.6M in Q3 2024. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • IPG Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
  • IPG Investment Advisors sold 451,800 Walgreens Boots Alliance shares in Q2 2025, an estimated $5.05M.
  • IPG Investment Advisors first reported a position in Walgreens Boots Alliance in Q3 2016 and held it in 19 quarters.
  • IPG Investment Advisors's Walgreens Boots Alliance position peaked at $14.6M in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on IPG Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.