SPWM
WBA

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
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
IA
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
HNB
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

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.