TIM
WBA

Tortoise Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Tortoise Investment 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
2015
Q4 		– Sell
-1,700
Closed -$1K – 431
2015
Q3 		$1K Sell
1,700
-300
-15% -$27.1K ﹤0.01% 395
2015
Q2 		$1K Sell
2,000
-500
-20% -$43.1K ﹤0.01% 419
2015
Q1 		$1K Buy
+2,500
New +$199K ﹤0.01% 405
2014
Q4 		– Sell
-1,500
Closed -$1K – 490
2014
Q3 		$1K Hold
1,500
– – ﹤0.01% 380
2014
Q2 		$1K Sell
1,500
-1,500
-50% -$105K ﹤0.01% 411
2014
Q1 		$3K Buy
3,000
+100
+3% +$6.29K ﹤0.01% 313
2013
Q4 		$1K Buy
2,900
+300
+12% +$17.5K ﹤0.01% 330
2013
Q3 		$1K Buy
+2,600
New +$131K ﹤0.01% 346

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

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.