RPWA
WBA

Regent Peak Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Regent Peak Wealth 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 		$186K Buy
16,654
+3,253
+24% +$35.3K 0.04% 172
2024
Q4 		$125K Buy
+13,401
New +$124K 0.03% 177
2021
Q3 		– Sell
-4,737
Closed -$223K – 172
2021
Q2 		$223K Sell
4,737
-14
-0.3% -$753 0.06% 156
2021
Q1 		$260K Buy
4,751
+94
+2% +$4.65K 0.09% 130
2020
Q4 		$186K Buy
+4,657
New +$180K 0.06% 146

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Regent Peak Wealth Advisors's WBA Position: Q1 2025 in Review

Regent Peak Wealth Advisors increased its Walgreens Boots Alliance (WBA) stake by 24% in Q1 2025, buying an estimated $35.3K and bringing the position to 16,654 shares worth $186K. The position accounts for 0.04% of the portfolio, ranked #172.

Regent Peak Wealth Advisors first reported a position in WBA in Q4 2020 and has held it in 5 quarters since. The position peaked at $260K in Q1 2021. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Regent Peak Wealth Advisors held 16,654 shares of Walgreens Boots Alliance worth $186K as of Q1 2025.
  • Regent Peak Wealth Advisors bought 3,253 Walgreens Boots Alliance shares in Q1 2025, an estimated $35.3K.
  • Walgreens Boots Alliance made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q1 2025, its #172 holding.
  • Regent Peak Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2020 and has held it in 5 quarters since.
  • Regent Peak Wealth Advisors's Walgreens Boots Alliance position peaked at $260K in Q1 2021.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.