SHF
WBA

Safe Harbor Fiduciary’s Walgreens Boots Alliance WBA Stock Holding History

Safe Harbor Fiduciary’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
Q2 		$199K Hold
17,300
– – 0.19% 75
2025
Q1 		$193K Hold
17,300
– – 0.2% 70
2024
Q4 		$161K Hold
17,300
– – 0.16% 72
2024
Q3 		$155K Buy
+17,300
New +$178K 0.15% 74

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Safe Harbor Fiduciary's WBA Position: Q2 2025 in Review

Safe Harbor Fiduciary held its Walgreens Boots Alliance (WBA) position steady in Q2 2025 at 17,300 shares worth $199K. The position accounts for 0.19% of the portfolio, ranked #75.

Safe Harbor Fiduciary first reported a position in WBA in Q3 2024 and has held it in 4 quarters since. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • Safe Harbor Fiduciary held 17,300 shares of Walgreens Boots Alliance worth $199K as of Q2 2025.
  • Safe Harbor Fiduciary left its Walgreens Boots Alliance share count unchanged in Q2 2025.
  • Walgreens Boots Alliance made up 0.19% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #75 holding.
  • Safe Harbor Fiduciary first reported a position in Walgreens Boots Alliance in Q3 2024 and has held it in 4 quarters since.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.