PMFA
WBA

Plante Moran Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-190
Closed -$1.77K – 979
2024
Q4 		$1.77K Buy
190
+170
+850% +$1.58K ﹤0.01% 792
2024
Q3 		$179 Buy
+20
New +$206 ﹤0.01% 854
2023
Q4 		– Sell
-1,072
Closed -$23.8K – 894
2023
Q3 		$23.8K Hold
1,072
– – ﹤0.01% 399
2023
Q2 		$30.5K Sell
1,072
-50
-4% -$1.63K ﹤0.01% 374
2023
Q1 		$38.8K Buy
1,122
+62
+6% +$2.2K 0.01% 325
2022
Q4 		$39.6K Sell
1,060
-290
-21% -$10.9K 0.01% 342
2022
Q3 		$42K Sell
1,350
-142
-10% -$5.26K 0.01% 340
2022
Q2 		$57K Buy
1,492
+210
+16% +$9.03K 0.01% 296
2022
Q1 		$57K Buy
1,282
+95
+8% +$4.67K 0.01% 314
2021
Q4 		$62K Buy
1,187
+201
+20% +$9.73K 0.01% 320
2021
Q3 		$46K Buy
986
+53
+6% +$2.56K 0.01% 401
2021
Q2 		$49K Buy
933
+3
+0.3% +$161 0.01% 379
2021
Q1 		$51K Buy
930
+16
+2% +$791 0.01% 362
2020
Q4 		$36K Sell
914
-26
-3% -$1.01K 0.01% 412
2020
Q3 		$34K Sell
940
-905
-49% -$35.4K 0.01% 388
2020
Q2 		$78K Sell
1,845
-681
-27% -$28.9K 0.03% 245
2020
Q1 		$116K Buy
2,526
+3
+0.1% +$152 0.05% 176
2019
Q4 		$149K Sell
2,523
-402
-14% -$23.2K 0.05% 192
2019
Q3 		$162K Sell
2,925
-1,127
-28% -$60.4K 0.05% 183
2019
Q2 		$222K Sell
4,052
-46
-1% -$2.44K 0.07% 134
2019
Q1 		$259K Buy
4,098
+104
+3% +$7.1K 0.08% 125
2018
Q4 		$273K Buy
3,994
+344
+9% +$26.7K 0.09% 114
2018
Q3 		$266K Buy
3,650
+441
+14% +$29.9K 0.09% 126
2018
Q2 		$193K Sell
3,209
-63
-2% -$4.06K 0.1% 167
2018
Q1 		$214K Buy
3,272
+541
+20% +$38.7K 0.12% 136
2017
Q4 		$198K Sell
2,731
-476
-15% -$33.5K 0.11% 140
2017
Q3 		$248K Buy
3,207
+15
+0.5% +$1.2K 0.15% 110
2017
Q2 		$250K Sell
3,192
-181
-5% -$14.9K 0.16% 106
2017
Q1 		$280K Sell
3,373
-424
-11% -$35.6K 0.17% 103
2016
Q4 		$314K Buy
3,797
+466
+14% +$38.5K 0.2% 91
2016
Q3 		$269K Buy
3,331
+316
+10% +$25.8K 0.18% 99
2016
Q2 		$251K Sell
3,015
-69
-2% -$5.57K 0.18% 98
2016
Q1 		$260K Buy
3,084
+103
+3% +$8.23K 0.2% 91
2015
Q4 		$254K Buy
2,981
+105
+4% +$8.92K 0.19% 90
2015
Q3 		$239K Buy
2,876
+1
+0% +$90 0.19% 92
2015
Q2 		$243K Hold
2,875
– – 0.17% 98
2015
Q1 		$243K Buy
2,875
+842
+41% +$67.1K 0.17% 100
2014
Q4 		$155K Buy
2,033
+293
+17% +$19.6K 0.11% 129
2014
Q3 		$103K Buy
1,740
+1
+0.1% +$66 0.09% 164
2014
Q2 		$129K Buy
1,739
+94
+6% +$6.57K 0.12% 123
2014
Q1 		$109K Hold
1,645
– – 0.12% 110
2013
Q4 		$94K Buy
1,645
+108
+7% +$6.28K 0.05% 160
2013
Q3 		$83K Sell
1,537
-26
-2% -$1.31K 0.05% 136
2013
Q2 		$69K Buy
+1,563
New +$76.1K 0.05% 136

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Plante Moran Financial Advisors's WBA Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 190 shares — an estimated $1.77K sold.

Plante Moran Financial Advisors first reported a position in WBA in Q2 2013 and held it in 44 quarters. The position peaked at $314K in Q4 2016. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 190 Walgreens Boots Alliance shares in Q1 2025, an estimated $1.77K.
  • Plante Moran Financial Advisors first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 44 quarters.
  • Plante Moran Financial Advisors's Walgreens Boots Alliance position peaked at $314K in Q4 2016.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.