NIM
WBA

NEOS Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

NEOS Investment 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
-64,737
Closed -$743K – 652
2025
Q2 		$743K Buy
64,737
+12,736
+24% +$142K 0.01% 497
2025
Q1 		$581K Buy
52,001
+10,015
+24% +$109K 0.01% 504
2024
Q4 		$392K Buy
41,986
+9,952
+31% +$92.4K 0.01% 534
2024
Q3 		$287K Sell
32,034
-35,745
-53% -$368K 0.01% 545
2024
Q2 		$820K Buy
67,779
+21,302
+46% +$361K 0.03% 359
2024
Q1 		$1.01M Buy
46,477
+3,598
+8% +$79.9K 0.06% 262
2023
Q4 		$1.12M Buy
42,879
+1,118
+3% +$25K 0.11% 175
2023
Q3 		$929K Buy
+41,761
New +$1.11M 0.12% 155

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

NEOS Investment Management's WBA Position: Q3 2025 in Review

NEOS Investment Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 64,737 shares — an estimated $743K sold.

NEOS Investment Management first reported a position in WBA in Q3 2023 and held it in 8 quarters. The position peaked at $1.12M in Q4 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • NEOS Investment Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • NEOS Investment Management sold 64,737 Walgreens Boots Alliance shares in Q3 2025, an estimated $743K.
  • NEOS Investment Management first reported a position in Walgreens Boots Alliance in Q3 2023 and held it in 8 quarters.
  • NEOS Investment Management's Walgreens Boots Alliance position peaked at $1.12M in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on NEOS Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.