SWM
WBA

Spire Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Spire Wealth 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
-2,454
Closed -$28.2K – 2500
2025
Q2 		$28.2K Sell
2,454
-594
-19% -$6.61K ﹤0.01% 1395
2025
Q1 		$34K Sell
3,048
-505
-14% -$5.48K ﹤0.01% 1422
2024
Q4 		$33.1K Buy
3,553
+330
+10% +$3.06K ﹤0.01% 1440
2024
Q3 		$28.9K Buy
3,223
+57
+2% +$586 ﹤0.01% 1324
2024
Q2 		$38.3K Sell
3,166
-261
-8% -$4.43K ﹤0.01% 1215
2024
Q1 		$74.3K Buy
3,427
+232
+7% +$5.16K ﹤0.01% 1088
2023
Q4 		$70.3K Sell
3,195
-7
-0.2% -$156 ﹤0.01% 1094
2023
Q3 		$71.2K Buy
3,202
+414
+15% +$11K ﹤0.01% 1048
2023
Q2 		$79.4K Sell
2,788
-1,043
-27% -$34K ﹤0.01% 1041
2023
Q1 		$132K Sell
3,831
-2,471
-39% -$87.7K 0.01% 874
2022
Q4 		$235K Sell
6,302
-674
-10% -$25.3K 0.01% 514
2022
Q3 		$219K Buy
6,976
+5,627
+417% +$208K 0.01% 508
2022
Q2 		$51K Sell
1,349
-13
-1% -$559 ﹤0.01% 1288
2022
Q1 		$57K Sell
1,362
-6,389
-82% -$314K ﹤0.01% 1404
2021
Q4 		$393K Buy
7,751
+3,397
+78% +$165K 0.01% 788
2021
Q3 		$205K Sell
4,354
-3,815
-47% -$184K 0.01% 909
2021
Q2 		$430K Sell
8,169
-1,035
-11% -$55.7K 0.01% 651
2021
Q1 		$554K Buy
+9,204
New +$455K 0.01% 636

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $787M AUM 40.68% 1-Year Est. Return
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 $4.82B AUM 20.19% 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 $2.89M AUM 12.57% 1-Year Est. Return

Spire Wealth Management's WBA Position: Q3 2025 in Review

Spire Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 2,454 shares — an estimated $28.2K sold.

Spire Wealth Management first reported a position in WBA in Q1 2021 and held it in 18 quarters. The position peaked at $554K in Q1 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Spire Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,454 Walgreens Boots Alliance shares in Q3 2025, an estimated $28.2K.
  • Spire Wealth Management first reported a position in Walgreens Boots Alliance in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Walgreens Boots Alliance position peaked at $554K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.