MSWA
WBA

Marshall & Sterling Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Marshall & Sterling Wealth 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
-44
Closed -$506 – 685
2025
Q2 		$506 Hold
44
– – ﹤0.01% 608
2025
Q1 		$492 Buy
+44
New +$478 ﹤0.01% 616

Other funds holding WBA

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GCM
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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 $2.89M AUM 12.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WBA Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 44 shares — an estimated $506 sold.

Marshall & Sterling Wealth Advisors first reported a position in WBA in Q1 2025 and held it in 2 quarters. The position peaked at $506 in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 44 Walgreens Boots Alliance shares in Q3 2025, an estimated $506.
  • Marshall & Sterling Wealth Advisors first reported a position in Walgreens Boots Alliance in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Walgreens Boots Alliance position peaked at $506 in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.