SMA
WBA

Sage Mountain Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Sage Mountain 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
Q3 		– Sell
-17,506
Closed -$201K – 574
2025
Q2 		$201K Buy
+17,506
New +$195K 0.01% 408
2022
Q1 		– Sell
-4,402
Closed -$230K – 713
2021
Q4 		$230K Sell
4,402
-134
-3% -$6.49K 0.03% 498
2021
Q3 		$213K Buy
4,536
+97
+2% +$4.68K 0.03% 426
2021
Q2 		$234K Buy
+4,439
New +$239K 0.04% 361

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

Sage Mountain Advisors's WBA Position: Q3 2025 in Review

Sage Mountain Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 17,506 shares — an estimated $201K sold.

Sage Mountain Advisors first reported a position in WBA in Q2 2021 and held it in 4 quarters. The position peaked at $234K in Q2 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Sage Mountain Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 17,506 Walgreens Boots Alliance shares in Q3 2025, an estimated $201K.
  • Sage Mountain Advisors first reported a position in Walgreens Boots Alliance in Q2 2021 and held it in 4 quarters.
  • Sage Mountain Advisors's Walgreens Boots Alliance position peaked at $234K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Sage Mountain Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.