Kovitz Investment Group Partners
WBA

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
2022
Q2 		– Sell
-538
Closed -$234K – 429
2022
Q1 		$234K Buy
538
+226
+72% +$11.1K ﹤0.01% 398
2021
Q4 		$459K Hold
312
– – 0.01% 340
2021
Q3 		$319K Buy
312
+3
+1% +$145 0.01% 383
2021
Q2 		$464K Buy
309
+6
+2% +$323 0.01% 367
2021
Q1 		$541K Buy
303
+25
+9% +$1.24K 0.01% 335
2020
Q4 		$181K Buy
278
+6
+2% +$232 ﹤0.01% 404
2020
Q3 		$137K Buy
272
+9
+3% +$352 ﹤0.01% 399
2020
Q2 		$247K Buy
+263
New +$11.2K 0.01% 353

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

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.