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 $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $500M 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 $280B 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