SAG
WBA

SageView Advisory Group’s Walgreens Boots Alliance WBA Stock Holding History

SageView Advisory 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
-19,444
Closed -$226K – 665
2025
Q2 		$226K Buy
19,444
+157
+0.8% +$1.75K 0.01% 571
2025
Q1 		$215K Buy
19,287
+193
+1% +$2.1K 0.01% 555
2024
Q4 		$178K Buy
19,094
+291
+2% +$2.7K 0.01% 578
2024
Q3 		$168K Sell
18,803
-2,067
-10% -$21.3K 0.01% 498
2024
Q2 		$252K Buy
+20,870
New +$354K 0.01% 482
2023
Q3 		– Sell
-7,681
Closed -$219K – 559
2023
Q2 		$219K Buy
7,681
+105
+1% +$3.42K 0.01% 513
2023
Q1 		$262K Sell
7,576
-697
-8% -$24.7K 0.02% 409
2022
Q4 		$309K Buy
+8,273
New +$311K 0.03% 316

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

SageView Advisory Group's WBA Position: Q3 2025 in Review

SageView Advisory Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 19,444 shares — an estimated $226K sold.

SageView Advisory Group first reported a position in WBA in Q4 2022 and held it in 8 quarters. The position peaked at $309K in Q4 2022. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • SageView Advisory Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • SageView Advisory Group sold 19,444 Walgreens Boots Alliance shares in Q3 2025, an estimated $226K.
  • SageView Advisory Group first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 8 quarters.
  • SageView Advisory Group's Walgreens Boots Alliance position peaked at $309K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on SageView Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.