N.E.W. Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

N.E.W. Advisory Services’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	-3,879	Closed	-$44.5K	–	879
2025 Q2	$44.5K	Hold	3,879	–	–	﹤0.01%	327
2025 Q1	$43.3K	Buy	+3,879	New	+$42.1K	﹤0.01%	380
2022 Q3	–	Sell	-5,586	Closed	-$212K	–	135
2022 Q2	$212K	Buy	5,586 +1,613	+41%	+$69.3K	0.04%	123
2022 Q1	$218K	Sell	3,973 -1,743	-30%	-$85.7K	0.04%	119
2021 Q4	$298K	Buy	5,716 +707	+14%	+$34.2K	0.05%	113
2021 Q3	$236K	Sell	5,009 -106	-2%	-$5.11K	0.04%	122
2021 Q2	$269K	Buy	5,115 +1,142	+29%	+$61.4K	0.05%	113
2021 Q1	$218K	Buy	+3,973	New	+$196K	0.04%	120
2019 Q4	$259K	Buy	+4,381	New	+$252K	0.08%	75

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

N.E.W. Advisory Services's WBA Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 3,879 shares — an estimated $44.5K sold.

N.E.W. Advisory Services first reported a position in WBA in Q4 2019 and held it in 9 quarters. The position peaked at $298K in Q4 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

N.E.W. Advisory Services reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 3,879 Walgreens Boots Alliance shares in Q3 2025, an estimated $44.5K.
N.E.W. Advisory Services first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 9 quarters.
N.E.W. Advisory Services's Walgreens Boots Alliance position peaked at $298K in Q4 2021.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.