RSWM
WBA

Robertson Stephens Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Robertson Stephens Wealth 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
Q1 		– Sell
-12,220
Closed -$114K – 596
2024
Q4 		$114K Buy
12,220
+1,289
+12% +$12K ﹤0.01% 547
2024
Q3 		$97.9K Buy
+10,931
New +$112K ﹤0.01% 611

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

Robertson Stephens Wealth Management's WBA Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 12,220 shares — an estimated $114K sold.

Robertson Stephens Wealth Management first reported a position in WBA in Q3 2024 and held it in 2 quarters. The position peaked at $114K in Q4 2024. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 12,220 Walgreens Boots Alliance shares in Q1 2025, an estimated $114K.
  • Robertson Stephens Wealth Management first reported a position in Walgreens Boots Alliance in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Walgreens Boots Alliance position peaked at $114K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.