Lido Advisors
WBA

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
2018
Q4 		– Sell
-3,300
Closed -$240K – 490
2018
Q3 		$240K Hold
3,300
– – 0.02% 389
2018
Q2 		$198K Buy
+3,300
New +$212K 0.02% 404

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 $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
PS
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.