MSWM
WBA

Mowery & Schoenfeld Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-1,308
Closed -$15K – 404
2025
Q2 		$15K Hold
1,308
– – 0.02% 189
2025
Q1 		$14.6K Buy
+1,308
New +$14.2K 0.03% 231

Other funds holding WBA

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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

Mowery & Schoenfeld Wealth Management's WBA Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 1,308 shares — an estimated $15K sold.

Mowery & Schoenfeld Wealth Management first reported a position in WBA in Q1 2025 and held it in 2 quarters. The position peaked at $15K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,308 Walgreens Boots Alliance shares in Q3 2025, an estimated $15K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Walgreens Boots Alliance in Q1 2025 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Walgreens Boots Alliance position peaked at $15K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.