MWA
WBA

Medallion Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Medallion 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
-659
Closed -$7.57K – 1128
2025
Q2 		$7.57K Hold
659
– – ﹤0.01% 771
2025
Q1 		$7.35K Buy
659
+296
+82% +$3.21K ﹤0.01% 735
2024
Q4 		$3.39K Buy
+363
New +$3.37K ﹤0.01% 791

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 $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 $4.1M AUM 0.16% 1-Year Est. Return

Medallion Wealth Advisors's WBA Position: Q3 2025 in Review

Medallion Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 659 shares — an estimated $7.57K sold.

Medallion Wealth Advisors first reported a position in WBA in Q4 2024 and held it in 3 quarters. The position peaked at $7.57K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Medallion Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 659 Walgreens Boots Alliance shares in Q3 2025, an estimated $7.57K.
  • Medallion Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 3 quarters.
  • Medallion Wealth Advisors's Walgreens Boots Alliance position peaked at $7.57K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Medallion Wealth Advisors's 13F filing for Q3 2025, filed 24 Apr 2026.