SBIA
WBA

Sheaff Brock Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Sheaff Brock Investment 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
Q1 		$279K Sell
24,986
-2,538
-9% -$27.6K 0.03% 340
2024
Q4 		$257K Buy
27,524
+3,085
+13% +$28.6K 0.02% 363
2024
Q3 		$219K Sell
24,439
-7,542
-24% -$77.6K 0.02% 384
2024
Q2 		$387K Buy
31,981
+157
+0.5% +$2.66K 0.04% 285
2024
Q1 		$690K Sell
31,824
-740
-2% -$16.4K 0.04% 243
2023
Q4 		$850K Sell
32,564
-166
-0.5% -$3.71K 0.07% 197
2023
Q3 		$728K Buy
32,730
+60
+0.2% +$1.59K 0.07% 196
2023
Q2 		$931K Sell
32,670
-132
-0.4% -$4.3K 0.08% 179
2023
Q1 		$1.13M Buy
32,802
+154
+0.5% +$5.46K 0.1% 153
2022
Q4 		$1.22M Buy
32,648
+88
+0.3% +$3.31K 0.12% 135
2022
Q3 		$1.02M Sell
32,560
-1,714
-5% -$63.5K 0.11% 151
2022
Q2 		$1.3M Sell
34,274
-268
-0.8% -$11.5K 0.11% 120
2022
Q1 		$1.55M Buy
34,542
+27
+0.1% +$1.33K 0.11% 124
2021
Q4 		$1.8M Sell
34,515
-31
-0.1% -$1.5K 0.12% 119
2021
Q3 		$1.63M Buy
34,546
+26
+0.1% +$1.25K 0.12% 123
2021
Q2 		$1.82M Buy
34,520
+81
+0.2% +$4.36K 0.13% 104
2021
Q1 		$1.89M Sell
34,439
-302
-0.9% -$14.9K 0.15% 94
2020
Q4 		$1.39M Sell
34,741
-73,157
-68% -$2.83M 0.12% 110
2020
Q3 		$3.88M Buy
107,898
+67,087
+164% +$2.62M 0.36% 55
2020
Q2 		$1.73M Sell
40,811
-46,630
-53% -$1.98M 0.17% 85
2020
Q1 		$4M Sell
87,441
-5,008
-5% -$254K 0.53% 38
2019
Q4 		$5.45M Sell
92,449
-73,901
-44% -$4.26M 0.53% 39
2019
Q3 		$9.2M Buy
166,350
+1,641
+1% +$87.9K 1% 15
2019
Q2 		$9.01M Buy
164,709
+10,579
+7% +$562K 0.97% 14
2019
Q1 		$9.75M Buy
154,130
+3,809
+3% +$260K 1.19% 13
2018
Q4 		$10.3M Buy
150,321
+67,127
+81% +$5.21M 1.61% 10
2018
Q3 		$6.07M Buy
83,194
+40,264
+94% +$2.73M 0.57% 34
2018
Q2 		$2.58M Sell
42,930
-674
-2% -$43.4K 0.25% 70
2018
Q1 		$2.85M Buy
43,604
+1,033
+2% +$73.8K 0.3% 63
2017
Q4 		$3.09M Buy
42,571
+378
+0.9% +$26.6K 0.4% 59
2017
Q3 		$3.26M Sell
42,193
-737
-2% -$59.1K 0.43% 58
2017
Q2 		$3.36M Buy
42,930
+13
+0% +$1.07K 0.44% 54
2017
Q1 		$3.56M Sell
42,917
-129
-0.3% -$10.8K 0.46% 49
2016
Q4 		$3.56M Sell
43,046
-10,829
-20% -$895K 0.45% 54
2016
Q3 		$4.34M Sell
53,875
-7,722
-13% -$630K 0.58% 41
2016
Q2 		$5.13M Sell
61,597
-1,599
-3% -$129K 0.65% 35
2016
Q1 		$5.32M Sell
63,196
-382
-0.6% -$30.5K 0.65% 34
2015
Q4 		$5.41M Buy
+63,578
New +$5.4M 0.61% 34

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sheaff Brock Investment Advisors's WBA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Walgreens Boots Alliance (WBA) stake by 9.2% in Q1 2025, selling an estimated $27.6K and leaving 24,986 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #340.

Sheaff Brock Investment Advisors first reported a position in WBA in Q4 2015 and has held it in 38 quarters since. The position peaked at $10.3M in Q4 2018. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Sheaff Brock Investment Advisors held 24,986 shares of Walgreens Boots Alliance worth $279K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 2,538 Walgreens Boots Alliance shares in Q1 2025, an estimated $27.6K.
  • Walgreens Boots Alliance made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #340 holding.
  • Sheaff Brock Investment Advisors first reported a position in Walgreens Boots Alliance in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Walgreens Boots Alliance position peaked at $10.3M in Q4 2018.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.