SFA
WBA

Sequoia Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Sequoia Financial 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
-31,002
Closed -$356K – 1813
2025
Q2 		$356K Sell
31,002
-798
-3% -$8.88K ﹤0.01% 1173
2025
Q1 		$355K Sell
31,800
-8,829
-22% -$95.8K ﹤0.01% 998
2024
Q4 		$379K Buy
40,629
+15,414
+61% +$143K ﹤0.01% 919
2024
Q3 		$226K Buy
25,215
+1,063
+4% +$10.9K ﹤0.01% 1115
2024
Q2 		$292K Sell
24,152
-4,246
-15% -$72K ﹤0.01% 902
2024
Q1 		$616K Sell
28,398
-137,328
-83% -$3.05M 0.01% 620
2023
Q4 		$4.33M Buy
165,726
+2,960
+2% +$66.2K 0.05% 225
2023
Q3 		$3.62M Sell
162,766
-3,423
-2% -$91K 0.06% 176
2023
Q2 		$4.73M Sell
166,189
-6,815
-4% -$222K 0.08% 164
2023
Q1 		$5.98M Buy
173,004
+164,415
+1,914% +$5.83M 0.13% 133
2022
Q4 		$321K Buy
+8,589
New +$323K 0.01% 560
2022
Q3 		– Sell
-6,148
Closed -$233K – 593
2022
Q2 		$233K Sell
6,148
-1,421
-19% -$61.1K 0.01% 511
2022
Q1 		$339K Buy
7,569
+1,651
+28% +$81.2K 0.01% 463
2021
Q4 		$309K Buy
+5,918
New +$287K 0.01% 439
2021
Q3 		– Sell
-5,325
Closed -$280K – 463
2021
Q2 		$280K Buy
5,325
+929
+21% +$50K 0.01% 390
2021
Q1 		$241K Buy
+4,396
New +$217K 0.01% 388
2016
Q4 		– Sell
-2,587
Closed -$209K – 285
2016
Q3 		$209K Sell
2,587
-18
-0.7% -$1.47K 0.04% 222
2016
Q2 		$217K Buy
+2,605
New +$210K 0.06% 217

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
GCM
Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $2.21B AUM 22.85% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Sequoia Financial Advisors's WBA Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 31,002 shares — an estimated $356K sold.

Sequoia Financial Advisors first reported a position in WBA in Q2 2016 and held it in 18 quarters. The position peaked at $5.98M in Q1 2023. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Sequoia Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 31,002 Walgreens Boots Alliance shares in Q3 2025, an estimated $356K.
  • Sequoia Financial Advisors first reported a position in Walgreens Boots Alliance in Q2 2016 and held it in 18 quarters.
  • Sequoia Financial Advisors's Walgreens Boots Alliance position peaked at $5.98M in Q1 2023.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

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