LIS
WBA

Legacy Investment Solutions’s Walgreens Boots Alliance WBA Stock Holding History

Legacy Investment Solutions’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 		$3.16K Buy
+275
New +$3.06K ﹤0.01% 452
2024
Q4 		$2.78K Hold
275
– – ﹤0.01% 461
2024
Q3 		$2.48K Buy
+275
New +$2.83K ﹤0.01% 463

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

Legacy Investment Solutions's WBA Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Walgreens Boots Alliance (WBA) in Q2 2025: 275 shares worth $3.16K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WBA as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WBA in Q3 2024 and has held it in 3 quarters since. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • Legacy Investment Solutions held 275 shares of Walgreens Boots Alliance worth $3.16K as of Q2 2025.
  • Walgreens Boots Alliance was a new Legacy Investment Solutions position in Q2 2025.
  • Walgreens Boots Alliance made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #452 holding.
  • Legacy Investment Solutions first reported a position in Walgreens Boots Alliance in Q3 2024 and has held it in 3 quarters since.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.