MA
WBA

MONECO Advisors’s Walgreens Boots Alliance WBA Stock Holding History

MONECO 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
Q1 		– Sell
-11,156
Closed -$104K – 498
2024
Q4 		$104K Sell
11,156
-3,708
-25% -$34.4K 0.01% 463
2024
Q3 		$133K Sell
14,864
-210
-1% -$2.16K 0.02% 427
2024
Q2 		$182K Buy
+15,074
New +$256K 0.03% 412
2023
Q4 		– Sell
-9,861
Closed -$219K – 400
2023
Q3 		$219K Buy
+9,861
New +$262K 0.06% 301
2020
Q4 		– Sell
-6,260
Closed -$225K – 191
2020
Q3 		$225K Buy
+6,260
New +$245K 0.14% 137

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MONECO Advisors's WBA Position: Q1 2025 in Review

MONECO Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 11,156 shares — an estimated $104K sold.

MONECO Advisors first reported a position in WBA in Q3 2020 and held it in 5 quarters. The position peaked at $225K in Q3 2020. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • MONECO Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • MONECO Advisors sold 11,156 Walgreens Boots Alliance shares in Q1 2025, an estimated $104K.
  • MONECO Advisors first reported a position in Walgreens Boots Alliance in Q3 2020 and held it in 5 quarters.
  • MONECO Advisors's Walgreens Boots Alliance position peaked at $225K in Q3 2020.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on MONECO Advisors's 13F filing for Q1 2025, filed 8 May 2025.