SPIA
WBA

Steward Partners Investment Advisory’s Walgreens Boots Alliance WBA Stock Holding History

Steward Partners Investment Advisory’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
-12,210
Closed -$140K – 4402
2025
Q2 		$140K Sell
12,210
-1,332
-10% -$14.8K ﹤0.01% 1924
2025
Q1 		$151K Sell
13,542
-13,968
-51% -$152K ﹤0.01% 1782
2024
Q4 		$257K Buy
27,510
+747
+3% +$6.94K ﹤0.01% 1485
2024
Q3 		$240K Buy
26,763
+5,786
+28% +$59.5K ﹤0.01% 1436
2024
Q2 		$254K Sell
20,977
-100
-0.5% -$1.7K ﹤0.01% 1341
2024
Q1 		$457K Sell
21,077
-12,003
-36% -$267K 0.01% 1093
2023
Q4 		$864K Sell
33,080
-4,297
-11% -$96.1K 0.01% 785
2023
Q3 		$831K Buy
37,377
+6,632
+22% +$176K 0.01% 740
2023
Q2 		$876K Sell
30,745
-4,944
-14% -$161K 0.01% 732
2023
Q1 		$1.23M Sell
35,689
-65
-0.2% -$2.31K 0.02% 627
2022
Q4 		$1.34M Sell
35,754
-4,335
-11% -$163K 0.02% 570
2022
Q3 		$1.26M Sell
40,089
-61,037
-60% -$2.26M 0.02% 547
2022
Q2 		$3.83M Buy
101,126
+2,442
+2% +$105K 0.07% 287
2022
Q1 		$4.42M Buy
98,684
+9,906
+11% +$487K 0.07% 286
2021
Q4 		$4.63M Buy
88,778
+237
+0.3% +$11.5K 0.07% 284
2021
Q3 		$4.17M Buy
88,541
+12,738
+17% +$614K 0.07% 283
2021
Q2 		$3.99M Buy
75,803
+42,414
+127% +$2.28M 0.07% 294
2021
Q1 		$1.83M Buy
33,389
+7,083
+27% +$350K 0.03% 459
2020
Q4 		$1.05M Buy
26,306
+2,420
+10% +$93.7K 0.02% 548
2020
Q3 		$858K Buy
23,886
+420
+2% +$16.4K 0.02% 525
2020
Q2 		$995K Buy
23,466
+2,735
+13% +$116K 0.03% 451
2020
Q1 		$948K Buy
20,731
+7,412
+56% +$376K 0.03% 399
2019
Q4 		$785K Buy
13,319
+3,655
+38% +$211K 0.02% 517
2019
Q3 		$534K Buy
9,664
+551
+6% +$29.5K 0.02% 561
2019
Q2 		$498K Buy
9,113
+3
+0% +$159 0.02% 564
2019
Q1 		$576K Sell
9,110
-140
-2% -$9.56K 0.02% 478
2018
Q4 		$632K Sell
9,250
-521
-5% -$40.4K 0.03% 430
2018
Q3 		$712K Buy
9,771
+2,258
+30% +$153K 0.03% 426
2018
Q2 		$451K Buy
7,513
+1,120
+18% +$72.1K 0.03% 481
2018
Q1 		$418K Buy
6,393
+306
+5% +$21.9K 0.03% 458
2017
Q4 		$442K Sell
6,087
-291
-5% -$20.5K 0.03% 384
2017
Q3 		$492K Buy
6,378
+747
+13% +$59.9K 0.05% 299
2017
Q2 		$440K Sell
5,631
-423
-7% -$34.8K 0.05% 293
2017
Q1 		$502K Buy
+6,054
New +$508K 0.08% 196

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 $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 $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

Steward Partners Investment Advisory's WBA Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 12,210 shares — an estimated $140K sold.

Steward Partners Investment Advisory first reported a position in WBA in Q1 2017 and held it in 34 quarters. The position peaked at $4.63M in Q4 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 12,210 Walgreens Boots Alliance shares in Q3 2025, an estimated $140K.
  • Steward Partners Investment Advisory first reported a position in Walgreens Boots Alliance in Q1 2017 and held it in 34 quarters.
  • Steward Partners Investment Advisory's Walgreens Boots Alliance position peaked at $4.63M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.