PIM
WBA

Plato Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Plato Investment 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
Q3 		– Sell
-60,393
Closed -$691K – 541
2025
Q2 		$691K Sell
60,393
-32,796
-35% -$365K 0.05% 305
2025
Q1 		$1.05M Sell
93,189
-2,675
-3% -$29K 0.09% 238
2024
Q4 		$898K Buy
+95,864
New +$890K 0.07% 265
2024
Q3 		– Sell
-50,932
Closed -$616K – 578
2024
Q2 		$616K Buy
50,932
+50,919
+391,685% +$864K 0.06% 262
2024
Q1 		$282 Sell
13
-7,257
-100% -$161K ﹤0.01% 488
2023
Q4 		$190K Buy
+7,270
New +$163K 0.23% 101

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

Plato Investment Management's WBA Position: Q3 2025 in Review

Plato Investment Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 60,393 shares — an estimated $691K sold.

Plato Investment Management first reported a position in WBA in Q4 2023 and held it in 6 quarters. The position peaked at $1.05M in Q1 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Plato Investment Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Plato Investment Management sold 60,393 Walgreens Boots Alliance shares in Q3 2025, an estimated $691K.
  • Plato Investment Management first reported a position in Walgreens Boots Alliance in Q4 2023 and held it in 6 quarters.
  • Plato Investment Management's Walgreens Boots Alliance position peaked at $1.05M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.