P
WBA

&Partners’s Walgreens Boots Alliance WBA Stock Holding History

&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
Q2 		– Sell
-11,808
Closed -$132K – 2041
2025
Q1 		$132K Sell
11,808
-5,009
-30% -$54.4K ﹤0.01% 1689
2024
Q4 		$159K Buy
16,817
+5,250
+45% +$48.7K ﹤0.01% 1569
2024
Q3 		$103K Sell
11,567
-18,268
-61% -$188K ﹤0.01% 1367
2024
Q2 		$361K Buy
29,835
+8,295
+39% +$141K 0.02% 654
2024
Q1 		$467K Buy
21,540
+2,751
+15% +$61.1K 0.06% 280
2023
Q4 		$480K Buy
+18,789
New +$420K 0.12% 160

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

&Partners's WBA Position: Q2 2025 in Review

&Partners sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 11,808 shares — an estimated $132K sold.

&Partners first reported a position in WBA in Q4 2023 and held it in 6 quarters. The position peaked at $480K in Q4 2023. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • &Partners reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
  • &Partners sold 11,808 Walgreens Boots Alliance shares in Q2 2025, an estimated $132K.
  • &Partners first reported a position in Walgreens Boots Alliance in Q4 2023 and held it in 6 quarters.
  • &Partners's Walgreens Boots Alliance position peaked at $480K in Q4 2023.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on &Partners's 13F filing for Q2 2025, filed 14 Aug 2025.