SSG
WBA

Summit Securities Group’s Walgreens Boots Alliance WBA Stock Holding History

Summit Securities Group’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
-434,600
Closed -$4.99M – 1386
2025
Q2 		$4.99M Buy
434,600
+335,900
+340% +$3.74M 0.96% 19
2025
Q1 		$1.1M Buy
+98,700
New +$1.07M 0.17% 63
2021
Q4 		– Sell
-2,722
Closed -$12.8M – 970
2021
Q3 		$12.8M Sell
2,722
-238
-8% -$11.5K 1% 16
2021
Q2 		$15.6M Buy
+2,960
New +$159K 1.29% 11
2021
Q1 		– Sell
-150
Closed -$598K – 795
2020
Q4 		$598K Buy
+150
New +$5.81K 0.05% 316
2020
Q3 		– Sell
-146
Closed -$619K – 510
2020
Q2 		$619K Buy
+146
New +$6.2K 0.08% 206
2019
Q4 		– Sell
-50
Closed -$277K – 530
2019
Q3 		$277K Buy
+50
New +$2.68K 0.02% 260

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 $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

Summit Securities Group's WBA Position: Q3 2025 in Review

Summit Securities Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 37,683 shares — an estimated $433K sold.

Summit Securities Group first reported a position in WBA in Q2 2013 and held it in 34 quarters. The position peaked at $6.83M in Q4 2021. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Summit Securities Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 37,683 Walgreens Boots Alliance shares in Q3 2025, an estimated $433K.
  • Summit Securities Group first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 34 quarters.
  • Summit Securities Group's Walgreens Boots Alliance position peaked at $6.83M in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.