Kovitz Investment Group Partners’s Walgreens Boots Alliance WBA Stock Holding History

Kovitz Investment Group Partners’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	-43,254	Closed	-$497K	–	1489
2025 Q2	$497K	Sell	43,254 -12,169	-22%	-$135K	﹤0.01%	974
2025 Q1	$619K	Buy	55,423 +12,587	+29%	+$137K	﹤0.01%	858
2024 Q4	$400K	Sell	42,836 -13,672	-24%	-$127K	﹤0.01%	961
2024 Q3	$345K	Buy	56,508 +29,219	+107%	+$301K	﹤0.01%	838
2024 Q2	$330K	Buy	27,289 +10,925	+67%	+$185K	﹤0.01%	720
2024 Q1	$355K	Buy	+16,364	New	+$364K	﹤0.01%	563
2023 Q2	–	Sell	-8,467	Closed	-$293K	–	448
2023 Q1	$293K	Buy	+8,467	New	+$300K	0.01%	376
2022 Q4	–	Sell	-14,281	Closed	-$448K	–	403
2022 Q3	$448K	Sell	14,281 -2,825	-17%	-$105K	0.01%	329
2022 Q2	$648K	Sell	17,106 -668	-4%	-$28.7K	0.01%	322
2022 Q1	$796K	Sell	17,774 -14,729	-45%	-$724K	0.02%	314
2021 Q4	$1.3M	Buy	32,503 +9,011	+38%	+$436K	0.03%	247
2021 Q3	$1.1M	Sell	23,492 -2,075	-8%	-$100K	0.02%	289
2021 Q2	$1.34M	Sell	25,567 -3,287	-11%	-$177K	0.03%	276
2021 Q1	$1.58M	Sell	28,854 -3,399	-11%	-$168K	0.04%	232
2020 Q4	$1.29M	Sell	32,253 -19,925	-38%	-$772K	0.03%	242
2020 Q3	$1.87M	Sell	52,178 -4,155	-7%	-$162K	0.05%	200
2020 Q2	$2.39M	Buy	56,333 +9,824	+21%	+$417K	0.07%	172
2020 Q1	$2.13M	Sell	46,509 -1,670	-3%	-$84.8K	0.08%	170
2019 Q4	$2.84M	Sell	48,179 -17,546	-27%	-$1.01M	0.08%	166
2019 Q3	$3.64M	Sell	65,725 -35,317	-35%	-$1.89M	0.12%	136
2019 Q2	$5.52M	Sell	101,042 -93,505	-48%	-$4.97M	0.17%	91
2019 Q1	$12.3M	Sell	194,547 -96,586	-33%	-$6.6M	0.39%	43
2018 Q4	$19.9M	Sell	291,133 -73,182	-20%	-$5.67M	0.79%	33
2018 Q3	$26.6M	Sell	364,315 -6,068	-2%	-$412K	1.21%	33
2018 Q2	$22.2M	Sell	370,383 -316	-0.1%	-$20.3K	1.03%	35
2018 Q1	$24.3M	Buy	370,699 +12,121	+3%	+$866K	1.17%	33
2017 Q4	$26K	Sell	358,578 -34,117	-9%	-$2.4M	1.11%	34
2017 Q3	$30.3M	Buy	392,695 +7,377	+2%	+$591K	1.51%	29
2017 Q2	$30.2M	Buy	385,318 +29,709	+8%	+$2.44M	1.61%	29
2017 Q1	$29.5M	Buy	355,609 +106,650	+43%	+$8.94M	1.62%	28
2016 Q4	$20.6M	Buy	248,959 +4,143	+2%	+$343K	1.2%	29
2016 Q3	$19.7M	Buy	244,816 +2,796	+1%	+$228K	1.21%	29
2016 Q2	$18.8M	Buy	242,020 +50,916	+27%	+$4.11M	1.3%	29
2016 Q1	$16.1M	Buy	+191,104	New	+$15.3M	0.95%	32

Other funds holding WBA

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Kovitz Investment Group Partners's WBA Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 43,254 shares — an estimated $497K sold.

Kovitz Investment Group Partners first reported a position in WBA in Q1 2016 and held it in 34 quarters. The position peaked at $30.3M in Q3 2017. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Kovitz Investment Group Partners reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 43,254 Walgreens Boots Alliance shares in Q3 2025, an estimated $497K.
Kovitz Investment Group Partners first reported a position in Walgreens Boots Alliance in Q1 2016 and held it in 34 quarters.
Kovitz Investment Group Partners's Walgreens Boots Alliance position peaked at $30.3M in Q3 2017.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.