KWA
WBA

Kingswood Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Kingswood Wealth 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
-10,532
Closed -$121K – 849
2025
Q2 		$121K Sell
10,532
-27,288
-72% -$304K 0.01% 729
2025
Q1 		$422K Buy
37,820
+18,143
+92% +$197K 0.04% 439
2024
Q4 		$184K Buy
+19,677
New +$183K 0.01% 744
2024
Q2 		– Sell
-17,925
Closed -$389K – 714
2024
Q1 		$389K Sell
17,925
-8,280
-32% -$184K 0.04% 413
2023
Q4 		$684K Buy
26,205
+1,484
+6% +$33.2K 0.08% 278
2023
Q3 		$550K Buy
+24,721
New +$657K 0.09% 229

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

Kingswood Wealth Advisors's WBA Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 10,532 shares — an estimated $121K sold.

Kingswood Wealth Advisors first reported a position in WBA in Q3 2023 and held it in 6 quarters. The position peaked at $684K in Q4 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,532 Walgreens Boots Alliance shares in Q3 2025, an estimated $121K.
  • Kingswood Wealth Advisors first reported a position in Walgreens Boots Alliance in Q3 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's Walgreens Boots Alliance position peaked at $684K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

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