SWIM
WBA

Smallwood Wealth Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Smallwood Wealth Investment Management’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
-125
Closed -$1.44K – 591
2025
Q2 		$1.44K Hold
125
– – ﹤0.01% 426
2025
Q1 		$1.4K Buy
+125
New +$1.36K ﹤0.01% 403

Other funds holding WBA

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GCM
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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

Smallwood Wealth Investment Management's WBA Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 125 shares — an estimated $1.44K sold.

Smallwood Wealth Investment Management first reported a position in WBA in Q1 2025 and held it in 2 quarters. The position peaked at $1.44K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 125 Walgreens Boots Alliance shares in Q3 2025, an estimated $1.44K.
  • Smallwood Wealth Investment Management first reported a position in Walgreens Boots Alliance in Q1 2025 and held it in 2 quarters.
  • Smallwood Wealth Investment Management's Walgreens Boots Alliance position peaked at $1.44K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.