OWP
WBA

ORG Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

ORG Wealth Partners’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
-372
Closed -$4.27K – 715
2025
Q2 		$4.27K Hold
372
– – ﹤0.01% 561
2025
Q1 		$4.15K Hold
372
– – ﹤0.01% 630
2024
Q4 		$3.47K Hold
372
– – ﹤0.01% 451
2024
Q3 		$3.33K Buy
+372
New +$3.83K ﹤0.01% 429

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

ORG Wealth Partners's WBA Position: Q3 2025 in Review

ORG Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 372 shares — an estimated $4.27K sold.

ORG Wealth Partners first reported a position in WBA in Q3 2024 and held it in 4 quarters. The position peaked at $4.27K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • ORG Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 372 Walgreens Boots Alliance shares in Q3 2025, an estimated $4.27K.
  • ORG Wealth Partners first reported a position in Walgreens Boots Alliance in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Walgreens Boots Alliance position peaked at $4.27K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.