OF
WBA

Optimize Financial’s Walgreens Boots Alliance WBA Stock Holding History

Optimize Financial’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
-44,455
Closed -$510K – 439
2025
Q2 		$510K Sell
44,455
-318
-0.7% -$3.54K 0.31% 87
2025
Q1 		$500K Sell
44,773
-8,164
-15% -$88.6K 0.36% 84
2024
Q4 		$494K Buy
+52,937
New +$492K 0.37% 77

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 $2.89M AUM 12.57% 1-Year Est. Return

Optimize Financial's WBA Position: Q3 2025 in Review

Optimize Financial sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 44,455 shares — an estimated $510K sold.

Optimize Financial first reported a position in WBA in Q4 2024 and held it in 3 quarters. The position peaked at $510K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Optimize Financial reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 44,455 Walgreens Boots Alliance shares in Q3 2025, an estimated $510K.
  • Optimize Financial first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Walgreens Boots Alliance position peaked at $510K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.