Silver Oak Securities’s Walgreens Boots Alliance WBA Stock Holding History

Silver Oak Securities’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	–	Sell	-11,854	Closed	-$110K	–	716
2024 Q4	$110K	Buy	+11,854	New	+$110K	0.01%	609

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Silver Oak Securities's WBA Position: Q1 2025 in Review

Silver Oak Securities sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 11,854 shares — an estimated $110K sold.

Silver Oak Securities first reported a position in WBA in Q4 2024 and held it in 1 quarter. The position peaked at $110K in Q4 2024. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

Silver Oak Securities reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
Silver Oak Securities sold 11,854 Walgreens Boots Alliance shares in Q1 2025, an estimated $110K.
Silver Oak Securities first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 1 quarter.
Silver Oak Securities's Walgreens Boots Alliance position peaked at $110K in Q4 2024.
852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.