MFG
WBA

Merit Financial Group’s Walgreens Boots Alliance WBA Stock Holding History

Merit Financial Group’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
-17,950
Closed -$206K – 1871
2025
Q2 		$206K Buy
17,950
+822
+5% +$9.15K ﹤0.01% 1539
2025
Q1 		$191K Sell
17,128
-17,799
-51% -$193K ﹤0.01% 1312
2024
Q4 		$326K Buy
+34,927
New +$324K 0.01% 895
2023
Q1 		– Sell
-7,070
Closed -$264K – 731
2022
Q4 		$264K Buy
+7,070
New +$266K 0.01% 570
2022
Q3 		– Sell
-6,512
Closed -$247K – 649
2022
Q2 		$247K Buy
+6,512
New +$280K 0.01% 481

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

Merit Financial Group's WBA Position: Q3 2025 in Review

Merit Financial Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 17,950 shares — an estimated $206K sold.

Merit Financial Group first reported a position in WBA in Q2 2022 and held it in 5 quarters. The position peaked at $326K in Q4 2024. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Merit Financial Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 17,950 Walgreens Boots Alliance shares in Q3 2025, an estimated $206K.
  • Merit Financial Group first reported a position in Walgreens Boots Alliance in Q2 2022 and held it in 5 quarters.
  • Merit Financial Group's Walgreens Boots Alliance position peaked at $326K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.