OWM
WBA

Orca Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Orca 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
Q1 		– Sell
-34,527
Closed -$322K – 67
2024
Q4 		$322K Buy
+34,527
New +$321K 0.29% 51

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Orca Wealth Management's WBA Position: Q1 2025 in Review

Orca Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 34,527 shares — an estimated $322K sold.

Orca Wealth Management first reported a position in WBA in Q4 2024 and held it in 1 quarter. The position peaked at $322K in Q4 2024. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Orca Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Orca Wealth Management sold 34,527 Walgreens Boots Alliance shares in Q1 2025, an estimated $322K.
  • Orca Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 1 quarter.
  • Orca Wealth Management's Walgreens Boots Alliance position peaked at $322K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Orca Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.