PWA
WBA

Principia Wealth Advisory’s Walgreens Boots Alliance WBA Stock Holding History

Principia Wealth Advisory’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
-4,456
Closed -$51.2K – 1013
2025
Q2 		$51.2K Sell
4,456
-16
-0.4% -$178 0.04% 111
2025
Q1 		$48.2K Buy
4,472
+48
+1% +$521 0.05% 88
2024
Q4 		$41.3K Buy
+4,424
New +$41.1K 0.04% 85

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

Principia Wealth Advisory's WBA Position: Q3 2025 in Review

Principia Wealth Advisory sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 4,456 shares — an estimated $51.2K sold.

Principia Wealth Advisory first reported a position in WBA in Q4 2024 and held it in 3 quarters. The position peaked at $51.2K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Principia Wealth Advisory reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 4,456 Walgreens Boots Alliance shares in Q3 2025, an estimated $51.2K.
  • Principia Wealth Advisory first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 3 quarters.
  • Principia Wealth Advisory's Walgreens Boots Alliance position peaked at $51.2K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Principia Wealth Advisory's 13F filing for Q3 2025, filed 10 Feb 2026.