Moneta Group Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Moneta Group Investment 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	-13,431	Closed	-$154K	–	812
2025 Q2	$154K	Sell	13,431 -10,504	-44%	-$117K	﹤0.01%	683
2025 Q1	$267K	Buy	23,935 +9,702	+68%	+$105K	﹤0.01%	550
2024 Q4	$133K	Sell	14,233 -1,467	-9%	-$13.6K	﹤0.01%	645
2024 Q3	$141K	Sell	15,700 -763	-5%	-$7.85K	﹤0.01%	627
2024 Q2	$199K	Buy	16,463 +718	+5%	+$12.2K	﹤0.01%	579
2024 Q1	$342K	Buy	15,745 +1,688	+12%	+$37.5K	0.01%	444
2023 Q4	$367K	Sell	14,057 -1,296	-8%	-$29K	0.01%	395
2023 Q3	$341K	Sell	15,353 -180	-1%	-$4.79K	0.01%	380
2023 Q2	$443K	Buy	15,533 +5,537	+55%	+$180K	0.01%	341
2023 Q1	$346K	Buy	9,996 +1,500	+18%	+$53.2K	0.01%	390
2022 Q4	$313K	Sell	8,496 -1,345	-14%	-$50.6K	0.01%	361
2022 Q3	$309K	Sell	9,841 -3,695	-27%	-$137K	0.01%	348
2022 Q2	$513K	Buy	13,536 +3,686	+37%	+$158K	0.02%	298
2022 Q1	$441K	Sell	9,850 -81	-0.8%	-$3.98K	0.02%	306
2021 Q4	$518K	Sell	9,931 -866	-8%	-$41.9K	0.02%	291
2021 Q3	$508K	Sell	10,797 -1,976	-15%	-$95.3K	0.02%	278
2021 Q2	$672K	Buy	12,773 +551	+5%	+$29.6K	0.03%	242
2021 Q1	$671K	Sell	12,222 -8,440	-41%	-$417K	0.04%	219
2020 Q4	$824K	Buy	20,662 +1,648	+9%	+$63.8K	0.06%	157
2020 Q3	$683K	Hold	19,014	–	–	0.06%	148
2020 Q2	$806K	Buy	19,014 +282	+2%	+$12K	0.08%	122
2020 Q1	$857K	Buy	18,732 +6,113	+48%	+$310K	0.09%	117
2019 Q4	$744K	Sell	12,619 -4,864	-28%	-$280K	0.06%	141
2019 Q3	$967K	Buy	17,483 +11,703	+202%	+$627K	0.09%	119
2019 Q2	$316K	Sell	5,780 -1,016	-15%	-$54K	0.03%	189
2019 Q1	$430K	Sell	6,796 -3,039	-31%	-$208K	0.04%	153
2018 Q4	$672K	Buy	9,835 +4,789	+95%	+$371K	0.08%	119
2018 Q3	$368K	Sell	5,046 -294	-6%	-$20K	0.04%	162
2018 Q2	$320K	Buy	5,340 +2,068	+63%	+$133K	0.04%	206
2018 Q1	$214K	Sell	3,272 -3,963	-55%	-$283K	0.03%	192
2017 Q4	$525K	Buy	7,235 +53	+0.7%	+$3.73K	0.08%	118
2017 Q3	$555K	Buy	7,182 +1,581	+28%	+$127K	0.09%	106
2017 Q2	$439K	Buy	5,601 +400	+8%	+$32.9K	0.07%	134
2017 Q1	$432K	Sell	5,201 -1,392	-21%	-$117K	0.09%	96
2016 Q4	$546K	Buy	+6,593	New	+$545K	0.11%	83
2015 Q4	–	Sell	-1,852	Closed	-$154K	–	417
2015 Q3	$154K	Buy	+1,852	New	+$167K	0.04%	143

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 $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

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Moneta Group Investment Advisors's WBA Position: Q3 2025 in Review

Moneta Group Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 13,431 shares — an estimated $154K sold.

Moneta Group Investment Advisors first reported a position in WBA in Q3 2015 and held it in 36 quarters. The position peaked at $967K in Q3 2019. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Moneta Group Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 13,431 Walgreens Boots Alliance shares in Q3 2025, an estimated $154K.
Moneta Group Investment Advisors first reported a position in Walgreens Boots Alliance in Q3 2015 and held it in 36 quarters.
Moneta Group Investment Advisors's Walgreens Boots Alliance position peaked at $967K in Q3 2019.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.