MYIA
WBA

Mount Yale Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Mount Yale 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
-500
Closed -$5.74K – 1595
2025
Q2 		$5.74K Buy
+500
New +$5.57K ﹤0.01% 1219
2019
Q3 		– Sell
-23,126
Closed -$1.21M – 339
2019
Q2 		$1.21M Buy
23,126
+772
+3% +$41K 0.22% 102
2019
Q1 		$1.41M Sell
22,354
-1,403
-6% -$95.8K 0.26% 93
2018
Q4 		$1.67M Sell
23,757
-1,458
-6% -$113K 0.34% 73
2018
Q3 		$2.06M Buy
25,215
+1,792
+8% +$122K 0.36% 63
2018
Q2 		$1.41M Buy
23,423
+2,230
+11% +$144K 0.27% 90
2018
Q1 		$1.39M Buy
+21,193
New +$1.51M 0.3% 85

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

Mount Yale Investment Advisors's WBA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 500 shares — an estimated $5.74K sold.

Mount Yale Investment Advisors first reported a position in WBA in Q1 2018 and held it in 7 quarters. The position peaked at $2.06M in Q3 2018. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 500 Walgreens Boots Alliance shares in Q3 2025, an estimated $5.74K.
  • Mount Yale Investment Advisors first reported a position in Walgreens Boots Alliance in Q1 2018 and held it in 7 quarters.
  • Mount Yale Investment Advisors's Walgreens Boots Alliance position peaked at $2.06M in Q3 2018.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

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