Tortoise Investment Management’s Walgreens Boots Alliance WBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5
| Closed | -$57 | – | 1608 |
|
|
2025
Q2 | $57 | Buy |
+5
| New | +$56 | ﹤0.01% | 1288 |
|
|
2024
Q3 | – | Sell |
-538
| Closed | -$6.51K | – | 924 |
|
|
2024
Q2 | $6.51K | Sell |
538
-92
| -15% | -$1.56K | ﹤0.01% | 673 |
|
|
2024
Q1 | $13.7K | Buy |
630
+6
| +1% | +$133 | ﹤0.01% | 587 |
|
|
2023
Q4 | $16.3K | Sell |
624
-138
| -18% | -$3.08K | ﹤0.01% | 502 |
|
|
2023
Q3 | $16.9K | Buy |
762
+12
| +2% | +$319 | ﹤0.01% | 483 |
|
|
2023
Q2 | $21.4K | Buy |
750
+550
| +275% | +$17.9K | ﹤0.01% | 457 |
|
|
2023
Q1 | $6.92K | Hold |
200
| – | – | ﹤0.01% | 585 |
|
|
2022
Q4 | $7.47K | Hold |
200
| – | – | ﹤0.01% | 574 |
|
|
2022
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 595 |
|
|
2022
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 554 |
|
|
2022
Q1 | $9K | Buy |
200
+100
| +100% | +$4.92K | ﹤0.01% | 516 |
|
|
2021
Q4 | $5K | Buy |
+100
| New | +$4.84K | ﹤0.01% | 546 |
|
|
2021
Q3 | – | Sell |
-65
| Closed | -$3K | – | 641 |
|
|
2021
Q2 | $3K | Buy |
65
+15
| +30% | +$807 | ﹤0.01% | 565 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$2.47K | ﹤0.01% | 540 |
|
|
2018
Q1 | – | Sell |
-948
| Closed | -$69K | – | 568 |
|
|
2017
Q4 | $69K | Sell |
948
-28
| -3% | -$1.97K | 0.02% | 210 |
|
|
2017
Q3 | $75K | Hold |
976
| – | – | 0.02% | 199 |
|
|
2017
Q2 | $76K | Buy |
976
+28
| +3% | +$2.3K | 0.02% | 182 |
|
|
2017
Q1 | $79K | Hold |
948
| – | – | 0.03% | 165 |
|
|
2016
Q4 | $78K | Sell |
948
-472
| -33% | -$39K | 0.03% | 164 |
|
|
2016
Q3 | $114K | Sell |
1,420
-2,400
| -63% | -$196K | 0.04% | 123 |
|
|
2016
Q2 | $318K | Buy |
3,820
+1,420
| +59% | +$115K | 0.11% | 91 |
|
|
2016
Q1 | $202K | Hold |
2,400
| – | – | 0.07% | 108 |
|
|
2015
Q4 | $204K | Hold |
2,400
| – | – | 0.07% | 107 |
|
|
2015
Q3 | $199K | Hold |
2,400
| – | – | 0.08% | 104 |
|
|
2015
Q2 | $203K | Hold |
2,400
| – | – | 0.08% | 109 |
|
|
2015
Q1 | $203K | Hold |
2,400
| – | – | 0.08% | 104 |
|
|
2014
Q4 | $183K | Hold |
2,400
| – | – | 0.07% | 109 |
|
|
2014
Q3 | $142K | Hold |
2,400
| – | – | 0.06% | 122 |
|
|
2014
Q2 | $178K | Hold |
2,400
| – | – | 0.07% | 107 |
|
|
2014
Q1 | $158K | Hold |
2,400
| – | – | 0.07% | 109 |
|
|
2013
Q4 | $138K | Hold |
2,400
| – | – | 0.08% | 106 |
|
|
2013
Q3 | $129K | Buy |
+2,400
| New | +$121K | 0.08% | 101 |
|
Other funds holding WBA
GCM
IA
BCP
HNB
PS
Tortoise Investment Management's WBA Position: Q3 2025 in Review
Tortoise Investment Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 5 shares — an estimated $57 sold.
Tortoise Investment Management first reported a position in WBA in Q3 2013 and held it in 32 quarters. The position peaked at $318K in Q2 2016. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.
- Tortoise Investment Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
- Tortoise Investment Management sold 5 Walgreens Boots Alliance shares in Q3 2025, an estimated $57.
- Tortoise Investment Management first reported a position in Walgreens Boots Alliance in Q3 2013 and held it in 32 quarters.
- Tortoise Investment Management's Walgreens Boots Alliance position peaked at $318K in Q2 2016.
- 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.
Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.