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
2020 Q2	–	Sell	-6,000	Closed	-$274K	–	675
2020 Q1	$274K	Hold	6,000	–	–	0.01%	434
2019 Q4	$353K	Sell	6,000 -100	-2%	-$5.76K	0.01%	460
2019 Q3	$337K	Buy	6,100 +1,900	+45%	+$102K	0.02%	421
2019 Q2	$229K	Hold	4,200	–	–	0.01%	484
2019 Q1	$265K	Hold	4,200	–	–	0.02%	418
2018 Q4	$286K	Buy	+4,200	New	+$326K	0.03%	323

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.