OIA
WBA

Optimum Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Optimum 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
-1,993
Closed -$22.9K – 630
2025
Q2 		$22.9K Hold
1,993
– – 0.01% 424
2025
Q1 		$22.3K Hold
1,993
– – 0.01% 428
2024
Q4 		$18.6K Hold
1,993
– – 0.01% 443
2024
Q3 		$17.9K Hold
1,993
– – 0.01% 461
2024
Q2 		$24.1K Sell
1,993
-200
-9% -$3.39K 0.01% 429
2024
Q1 		$47.6K Sell
2,193
-100
-4% -$2.22K 0.02% 373
2023
Q4 		$59.9K Sell
2,293
-1,502
-40% -$33.6K 0.03% 330
2023
Q3 		$84.4K Sell
3,795
-198
-5% -$5.26K 0.04% 291
2023
Q2 		$114K Hold
3,993
– – 0.06% 254
2023
Q1 		$138K Sell
3,993
-760
-16% -$27K 0.07% 220
2022
Q4 		$178K Sell
4,753
-100
-2% -$3.76K 0.1% 198
2022
Q3 		$152K Sell
4,853
-100
-2% -$3.71K 0.08% 212
2022
Q2 		$188K Hold
4,953
– – 0.09% 191
2022
Q1 		$222K Hold
4,953
– – 0.09% 193
2021
Q4 		$258K Hold
4,953
– – 0.1% 188
2021
Q3 		$233K Sell
4,953
-1,975
-29% -$95.3K 0.1% 198
2021
Q2 		$364K Sell
6,928
-800
-10% -$43K 0.11% 179
2021
Q1 		$424K Sell
7,728
-150
-2% -$7.41K 0.12% 170
2020
Q4 		$314K Sell
7,878
-2,500
-24% -$96.8K 0.1% 193
2020
Q3 		$373K Sell
10,378
-775
-7% -$30.3K 0.13% 148
2020
Q2 		$473K Hold
11,153
– – 0.16% 138
2020
Q1 		$510K Sell
11,153
-1,668
-13% -$84.7K 0.21% 119
2019
Q4 		$756K Sell
12,821
-4,220
-25% -$243K 0.22% 117
2019
Q3 		$943K Sell
17,041
-222
-1% -$11.9K 0.3% 89
2019
Q2 		$944K Sell
17,263
-3,078
-15% -$164K 0.31% 78
2019
Q1 		$1.29M Sell
20,341
-640
-3% -$43.7K 0.42% 58
2018
Q4 		$1.43M Sell
20,981
-182
-0.9% -$14.1K 0.49% 45
2018
Q3 		$1.54M Sell
21,163
-54
-0.3% -$3.67K 0.43% 52
2018
Q2 		$1.27M Buy
21,217
+2,126
+11% +$137K 0.37% 70
2018
Q1 		$1.25M Sell
19,091
-3,381
-15% -$242K 0.37% 69
2017
Q4 		$1.63M Sell
22,472
-581
-3% -$40.9K 0.52% 48
2017
Q3 		$1.78M Sell
23,053
-934
-4% -$74.8K 0.6% 42
2017
Q2 		$1.88M Sell
23,987
-360
-1% -$29.6K 0.65% 39
2017
Q1 		$2.02M Buy
24,347
+265
+1% +$22.2K 0.72% 34
2016
Q4 		$1.99M Buy
24,082
+164
+0.7% +$13.6K 0.75% 32
2016
Q3 		$1.93M Sell
23,918
-448
-2% -$36.5K 0.72% 33
2016
Q2 		$2.03M Sell
24,366
-286
-1% -$23.1K 0.79% 28
2016
Q1 		$2.08M Buy
24,652
+259
+1% +$20.7K 0.82% 27
2015
Q4 		$2.08M Buy
24,393
+1,414
+6% +$120K 0.8% 26
2015
Q3 		$1.91M Buy
+22,979
New +$2.08M 0.77% 28
2015
Q1 		$1.68M Sell
19,835
-488
-2% -$38.9K 0.53% 38
2014
Q4 		$1.55M Sell
20,323
-603
-3% -$40.3K 0.5% 45
2014
Q3 		$1.27M Buy
20,926
+417
+2% +$27.4K 0.42% 55
2014
Q2 		$1.52M Buy
20,509
+3,479
+20% +$243K 0.49% 48
2014
Q1 		$1.13M Sell
17,030
-804
-5% -$50.5K 0.42% 62
2013
Q4 		$1.02M Buy
17,834
+253
+1% +$14.7K 0.39% 71
2013
Q3 		$946K Buy
+17,581
New +$883K 0.39% 71

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

Optimum Investment Advisors's WBA Position: Q3 2025 in Review

Optimum Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 1,993 shares — an estimated $22.9K sold.

Optimum Investment Advisors first reported a position in WBA in Q3 2013 and held it in 47 quarters. The position peaked at $2.08M in Q1 2016. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Optimum Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,993 Walgreens Boots Alliance shares in Q3 2025, an estimated $22.9K.
  • Optimum Investment Advisors first reported a position in Walgreens Boots Alliance in Q3 2013 and held it in 47 quarters.
  • Optimum Investment Advisors's Walgreens Boots Alliance position peaked at $2.08M in Q1 2016.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.