SF
WBA

Summit Financial’s Walgreens Boots Alliance WBA Stock Holding History

Summit Financial’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
Q2 		– Sell
-10,412
Closed -$116K – 835
2025
Q1 		$116K Sell
10,412
-3,886
-27% -$42.2K ﹤0.01% 700
2024
Q4 		$133K Buy
+14,298
New +$133K ﹤0.01% 627

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Financial's WBA Position: Q2 2025 in Review

Summit Financial sold out of Walgreens Boots Alliance (WBA) in Q2 2025, closing a stake of 10,412 shares — an estimated $116K sold.

Summit Financial first reported a position in WBA in Q4 2024 and held it in 2 quarters. The position peaked at $133K in Q4 2024. 809 funds tracked by Wall St. Rank hold WBA as of Q2 2025.

  • Summit Financial reported no remaining Walgreens Boots Alliance position as of Q2 2025 after selling out during the quarter.
  • Summit Financial sold 10,412 Walgreens Boots Alliance shares in Q2 2025, an estimated $116K.
  • Summit Financial first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 2 quarters.
  • Summit Financial's Walgreens Boots Alliance position peaked at $133K in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.