Lido Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Lido 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	-18,433	Closed	-$212K	–	1905
2025 Q2	$212K	Sell	18,433 -4	-0%	-$45	﹤0.01%	1502
2025 Q1	$206K	Buy	18,437 +132	+0.7%	+$1.43K	﹤0.01%	1375
2024 Q4	$171K	Sell	18,305 -1,401	-7%	-$13K	﹤0.01%	1401
2024 Q3	$177K	Sell	19,706 -7,444	-27%	-$76.6K	﹤0.01%	1360
2024 Q2	$328K	Buy	27,150 +12,450	+85%	+$211K	﹤0.01%	1073
2024 Q1	$319K	Sell	14,700 -2,087	-12%	-$46.4K	﹤0.01%	1063
2023 Q4	$438K	Buy	16,787 +1,026	+7%	+$22.9K	﹤0.01%	907
2023 Q3	$351K	Buy	15,761 +1,904	+14%	+$50.6K	﹤0.01%	866
2023 Q2	$395K	Sell	13,857 -1,382	-9%	-$45K	﹤0.01%	813
2023 Q1	$516K	Sell	15,239 -139,725	-90%	-$4.96M	0.01%	653
2022 Q4	$5.79M	Buy	154,964 +62,198	+67%	+$2.34M	0.07%	150
2022 Q3	$2.91M	Buy	92,766 +60,150	+184%	+$2.23M	0.04%	201
2022 Q2	$1.24M	Buy	32,616 +160	+0.5%	+$6.88K	0.02%	302
2022 Q1	$1.45M	Buy	32,456 +10,186	+46%	+$501K	0.02%	313
2021 Q4	$1.16M	Sell	22,270 -14,797	-40%	-$717K	0.01%	392
2021 Q3	$1.49M	Buy	37,067 +8,797	+31%	+$424K	0.02%	315
2021 Q2	$1.49M	Sell	28,270 -6,611	-19%	-$356K	0.02%	306
2021 Q1	$1.92M	Buy	34,881 +4,734	+16%	+$234K	0.03%	229
2020 Q4	$1.2M	Buy	30,147 +19,091	+173%	+$739K	0.03%	285
2020 Q3	$397K	Buy	11,056 +592	+6%	+$23.1K	0.01%	425
2020 Q2	$444K	Sell	10,464 -17,942	-63%	-$762K	0.01%	369
2020 Q1	$1.3M	Buy	28,406 +13,598	+92%	+$690K	0.06%	192
2019 Q4	$873K	Buy	14,808 +1,034	+8%	+$59.6K	0.03%	289
2019 Q3	$762K	Buy	13,774 +33	+0.2%	+$1.77K	0.04%	262
2019 Q2	$751K	Sell	13,741 -2,434	-15%	-$129K	0.04%	236
2019 Q1	$1.02M	Sell	16,175 -357	-2%	-$24.4K	0.07%	178
2018 Q4	$1.13M	Sell	16,532 -23	-0.1%	-$1.78K	0.11%	111
2018 Q3	$1.21M	Sell	16,555 -1,633	-9%	-$111K	0.12%	103
2018 Q2	$1.09M	Buy	18,188 +664	+4%	+$42.7K	0.13%	103
2018 Q1	$1.15M	Buy	17,524 +1,892	+12%	+$135K	0.16%	89
2017 Q4	$1.14M	Sell	15,632 -48	-0.3%	-$3.38K	0.16%	77
2017 Q3	$1.04M	Sell	15,680 -903	-5%	-$72.4K	0.17%	76
2017 Q2	$1.3M	Sell	16,583 -384	-2%	-$31.6K	0.27%	55
2017 Q1	$1.46M	Buy	16,967 +13,306	+363%	+$1.12M	0.4%	40
2016 Q4	$303K	Sell	3,661 -625	-15%	-$51.7K	0.07%	131
2016 Q3	$346K	Sell	4,286 -2,640	-38%	-$215K	0.11%	87
2016 Q2	$577K	Buy	6,926 +81	+1%	+$6.54K	0.18%	51
2016 Q1	$577K	Buy	+6,845	New	+$547K	0.19%	53

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 $4.82B AUM 20.19% 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 $2.89M AUM 12.57% 1-Year Est. Return

Lido Advisors's WBA Position: Q3 2025 in Review

Lido Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 18,433 shares — an estimated $212K sold.

Lido Advisors first reported a position in WBA in Q1 2016 and held it in 38 quarters. The position peaked at $5.79M in Q4 2022. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Lido Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Lido Advisors sold 18,433 Walgreens Boots Alliance shares in Q3 2025, an estimated $212K.
Lido Advisors first reported a position in Walgreens Boots Alliance in Q1 2016 and held it in 38 quarters.
Lido Advisors's Walgreens Boots Alliance position peaked at $5.79M in Q4 2022.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.