PWMG
WBA

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

Private Wealth Management Group’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
-777
Closed -$8.92K – 1540
2025
Q2 		$8.92K Hold
777
– – ﹤0.01% 525
2025
Q1 		$8.68K Hold
777
– – ﹤0.01% 517
2024
Q4 		$7.25K Buy
777
+451
+138% +$4.19K ﹤0.01% 596
2024
Q3 		$2.92K Buy
326
+98
+43% +$1.01K ﹤0.01% 932
2024
Q2 		$2.76K Sell
228
-21
-8% -$356 ﹤0.01% 936
2024
Q1 		$5.4K Sell
249
-14
-5% -$311 ﹤0.01% 602
2023
Q4 		$6.87K Buy
+263
New +$5.88K ﹤0.01% 512

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 Management Group's WBA Position: Q3 2025 in Review

Private Wealth Management Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 777 shares — an estimated $8.92K sold.

Private Wealth Management Group first reported a position in WBA in Q4 2023 and held it in 7 quarters. The position peaked at $8.92K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Private Wealth Management Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 777 Walgreens Boots Alliance shares in Q3 2025, an estimated $8.92K.
  • Private Wealth Management Group first reported a position in Walgreens Boots Alliance in Q4 2023 and held it in 7 quarters.
  • Private Wealth Management Group's Walgreens Boots Alliance position peaked at $8.92K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.