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SOA Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

SOA Wealth 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
-703
Closed -$8.07K – 931
2025
Q2 		$8.07K Sell
703
-381
-35% -$4.24K ﹤0.01% 619
2025
Q1 		$12.1K Buy
1,084
+350
+48% +$3.8K ﹤0.01% 539
2024
Q4 		$6.85K Sell
734
-7
-0.9% -$65 ﹤0.01% 592
2024
Q3 		$6.64K Hold
741
– – ﹤0.01% 579
2024
Q2 		$588 Buy
741
+639
+626% +$10.8K ﹤0.01% 759
2024
Q1 		$2.22K Hold
102
– – ﹤0.01% 698
2023
Q4 		$2.67K Sell
102
-59
-37% -$1.32K ﹤0.01% 666
2023
Q3 		$3.58K Buy
161
+1
+0.6% +$27 ﹤0.01% 654
2023
Q2 		$4.57K Hold
160
– – ﹤0.01% 630
2023
Q1 		$5.54K Hold
160
– – ﹤0.01% 609
2022
Q4 		$5.98K Sell
160
-7
-4% -$263 ﹤0.01% 596
2022
Q3 		$5K Sell
167
-26
-13% -$963 ﹤0.01% 616
2022
Q2 		$7K Sell
193
-370
-66% -$15.9K ﹤0.01% 550
2022
Q1 		$25K Buy
563
+1
+0.2% +$49 0.01% 425
2021
Q4 		$29K Buy
562
+59
+12% +$2.86K 0.01% 382
2021
Q3 		$23K Buy
503
+57
+13% +$2.75K 0.01% 436
2021
Q2 		$23K Buy
446
+121
+37% +$6.51K 0.01% 440
2021
Q1 		$17K Sell
325
-88
-21% -$4.35K ﹤0.01% 433
2020
Q4 		$21K Buy
+413
New +$16K 0.01% 398

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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return
Huntington National Bank
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

SOA Wealth Advisors's WBA Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 703 shares — an estimated $8.07K sold.

SOA Wealth Advisors first reported a position in WBA in Q4 2020 and held it in 19 quarters. The position peaked at $29K in Q4 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 703 Walgreens Boots Alliance shares in Q3 2025, an estimated $8.07K.
  • SOA Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 19 quarters.
  • SOA Wealth Advisors's Walgreens Boots Alliance position peaked at $29K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.