SMH
WBA

Sanders Morris Harris’s Walgreens Boots Alliance WBA Stock Holding History

Sanders Morris Harris’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 		– Sell
-23,748
Closed -$265K – 299
2025
Q1 		$265K Sell
23,748
-200
-0.8% -$2.17K 0.04% 226
2024
Q4 		$223K Sell
23,948
-138,450
-85% -$1.29M 0.03% 252
2024
Q3 		$1.46M Sell
162,398
-11,500
-7% -$118K 0.24% 60
2024
Q2 		$2.1M Buy
173,898
+61,500
+55% +$1.04M 0.35% 48
2024
Q1 		$2.44M Buy
112,398
+88,650
+373% +$1.97M 0.45% 40
2023
Q4 		$605K Sell
23,748
-89,250
-79% -$2M 0.3% 98
2023
Q3 		$2.51M Buy
112,998
+30,250
+37% +$804K 0.52% 33
2023
Q2 		$2.37M Buy
82,748
+23,248
+39% +$757K 0.52% 26
2023
Q1 		$2.06M Sell
59,500
-25,748
-30% -$914K 0.72% 15
2022
Q4 		$3.18M Sell
85,248
-5,000
-6% -$188K 1.21% 14
2022
Q3 		$2.86M Buy
90,248
+32,000
+55% +$1.19M 0.7% 24
2022
Q2 		$2.22M Sell
58,248
-1,100
-2% -$47.3K 0.49% 33
2022
Q1 		$2.66M Buy
59,348
+34,600
+140% +$1.7M 0.52% 38
2021
Q4 		$1.31M Hold
24,748
– – 0.23% 72
2021
Q3 		$1.19M Hold
24,748
– – 0.22% 80
2021
Q2 		$1.19M Hold
24,748
– – 0.23% 83
2021
Q1 		$1.38M Hold
24,748
– – 0.29% 64
2020
Q4 		$1.2M Hold
24,748
– – 0.27% 71
2020
Q3 		$893K Buy
+24,748
New +$968K 0.24% 84
2020
Q2 		– Sell
-20,020
Closed -$1.18M – 219
2020
Q1 		$1.18M Sell
20,020
-350
-2% -$17.8K 1.16% 23
2019
Q4 		$1.21M Buy
20,370
+350
+2% +$20.2K 0.27% 94
2019
Q3 		$1.07M Sell
20,020
-815
-4% -$43.7K 0.26% 90
2019
Q2 		$1.14M Buy
+20,835
New +$1.11M 0.29% 76
2018
Q3 		– Sell
-9,600
Closed -$576K – 145
2018
Q2 		$576K Sell
9,600
-550
-5% -$35.4K 0.27% 60
2018
Q1 		$665K Buy
+10,150
New +$725K 0.28% 60

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sanders Morris Harris's WBA Position: Q2 2025 in Review

Sanders Morris Harris sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 23,748 shares — an estimated $265K sold.

Sanders Morris Harris first reported a position in WBA in Q1 2018 and held it in 25 quarters. The position peaked at $3.18M in Q4 2022. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • Sanders Morris Harris reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
  • Sanders Morris Harris sold 23,748 Walgreens Boots Alliance shares in Q2 2025, an estimated $265K.
  • Sanders Morris Harris first reported a position in Walgreens Boots Alliance in Q1 2018 and held it in 25 quarters.
  • Sanders Morris Harris's Walgreens Boots Alliance position peaked at $3.18M in Q4 2022.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Sanders Morris Harris's 13F filing for Q2 2025, filed 30 Jul 2025.