PWAM
WBA

Private Wealth Asset Management’s Walgreens Boots Alliance WBA Stock Holding History

Private Wealth Asset 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
-200
Closed -$2.3K – 1140
2025
Q2 		$2.3K Sell
200
-91
-31% -$1.01K ﹤0.01% 812
2025
Q1 		$3.25K Buy
+291
New +$3.16K ﹤0.01% 761

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

Private Wealth Asset Management's WBA Position: Q3 2025 in Review

Private Wealth Asset Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 200 shares — an estimated $2.3K sold.

Private Wealth Asset Management first reported a position in WBA in Q1 2025 and held it in 2 quarters. The position peaked at $3.25K in Q1 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Private Wealth Asset Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 200 Walgreens Boots Alliance shares in Q3 2025, an estimated $2.3K.
  • Private Wealth Asset Management first reported a position in Walgreens Boots Alliance in Q1 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's Walgreens Boots Alliance position peaked at $3.25K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Private Wealth Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.