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
-279,100
Closed -$3.2M – 1388
2025
Q2 		$3.2M Buy
279,100
+264,100
+1,761% +$2.94M 0.62% 30
2025
Q1 		$168K Buy
+15,000
New +$163K 0.03% 185
2023
Q4 		– Sell
-2,200
Closed -$49K – 939
2023
Q3 		$49K Sell
2,200
-300
-12% -$7.98K 0.01% 286
2023
Q2 		$71K Hold
2,500
– – 0.01% 337
2023
Q1 		$86K Hold
2,500
– – 0.01% 326
2022
Q4 		$93K Buy
+2,500
New +$94K ﹤0.01% 609
2022
Q1 		– Sell
-253,500
Closed -$13.2M – 1389
2021
Q4 		$13.2M Buy
253,500
+250,673
+8,867% +$12.1M 0.62% 32
2021
Q3 		$13.3M Buy
2,827
+1,703
+152% +$82.1K 1.04% 14
2021
Q2 		$5.91M Buy
1,124
+572
+104% +$30.8K 0.49% 39
2021
Q1 		$3.03M Buy
552
+76
+16% +$3.76K 0.33% 61
2020
Q4 		$1.9M Buy
+476
New +$18.4K 0.16% 157
2020
Q3 		– Sell
-190
Closed -$805K – 511
2020
Q2 		$805K Buy
190
+146
+332% +$6.2K 0.1% 171
2020
Q1 		$201K Buy
+44
New +$2.23K 0.04% 255
2019
Q4 		– Sell
-50
Closed -$277K – 531
2019
Q3 		$277K Buy
+50
New +$2.68K 0.02% 261
2015
Q4 		– Sell
-106
Closed -$255K – 458
2015
Q3 		$255K Buy
+106
New +$9.58K 0.18% 72
2015
Q1 		– Sell
-105
Closed -$199K – 657
2014
Q4 		$199K Buy
+105
New +$7.02K 0.06% 191
2013
Q4 		– Sell
-302
Closed -$1K – 597
2013
Q3 		$1K Buy
302
+119
+65% +$5.98K ﹤0.01% 384
2013
Q2 		$2K Buy
+183
New +$8.91K ﹤0.01% 490

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.