Straight Path Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Straight Path 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	-35,604	Closed	-$409K	–	145
2025 Q2	$409K	Sell	35,604 -1,300	-4%	-$14.5K	0.14%	67
2025 Q1	$412K	Buy	36,904 +1,400	+4%	+$15.2K	0.17%	57
2024 Q4	$331K	Hold	35,504	–	–	0.13%	71
2024 Q3	$318K	Sell	35,504 -18,996	-35%	-$195K	0.14%	70
2024 Q2	$659K	Buy	54,500 +1,500	+3%	+$25.4K	0.34%	37
2024 Q1	$1.15M	Buy	53,000 +28,400	+115%	+$631K	0.65%	25
2023 Q4	$642K	Buy	24,600 +2,600	+12%	+$58.1K	0.38%	35
2023 Q3	$489K	Buy	+22,000	New	+$585K	0.33%	39
2023 Q2	–	Sell	-7,007	Closed	-$242K	–	82
2023 Q1	$242K	Buy	7,007 +7	+0.1%	+$248	0.19%	60
2022 Q4	$262K	Hold	7,000	–	–	0.25%	53
2022 Q3	$220K	Hold	7,000	–	–	0.2%	64
2022 Q2	$265K	Buy	7,000 +2,000	+40%	+$86K	0.26%	57
2022 Q1	$224K	Buy	+5,000	New	+$246K	0.19%	60

Other funds holding WBA

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

Straight Path Wealth Management's WBA Position: Q3 2025 in Review

Straight Path Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 35,604 shares — an estimated $409K sold.

Straight Path Wealth Management first reported a position in WBA in Q1 2022 and held it in 13 quarters. The position peaked at $1.15M in Q1 2024. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

Straight Path Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
Straight Path Wealth Management sold 35,604 Walgreens Boots Alliance shares in Q3 2025, an estimated $409K.
Straight Path Wealth Management first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 13 quarters.
Straight Path Wealth Management's Walgreens Boots Alliance position peaked at $1.15M in Q1 2024.
9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Straight Path Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.