TWD
WBA

True Wealth Design’s Walgreens Boots Alliance WBA Stock Holding History

True Wealth Design’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
-1,545
Closed -$17.7K – 2899
2025
Q2 		$17.7K Sell
1,545
-774
-33% -$8.62K 0.01% 409
2025
Q1 		$25.9K Buy
+2,319
New +$25.2K 0.01% 299
2024
Q4 		– Sell
-19
Closed -$171 – 1529
2024
Q3 		$171 Hold
19
– – ﹤0.01% 1207
2024
Q2 		$230 Sell
19
-4
-17% -$68 ﹤0.01% 737
2024
Q1 		$499 Buy
23
+8
+53% +$178 ﹤0.01% 627
2023
Q4 		$392 Hold
15
– – ﹤0.01% 538
2023
Q3 		$334 Hold
15
– – ﹤0.01% 530
2023
Q2 		$428 Hold
15
– – ﹤0.01% 490
2023
Q1 		$519 Hold
15
– – ﹤0.01% 515
2022
Q4 		$560 Buy
+15
New +$564 ﹤0.01% 431

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 $812M AUM 45.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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 $2.21B AUM 22.85% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $4.1M AUM 0.16% 1-Year Est. Return

True Wealth Design's WBA Position: Q3 2025 in Review

True Wealth Design sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 1,545 shares — an estimated $17.7K sold.

True Wealth Design first reported a position in WBA in Q4 2022 and held it in 10 quarters. The position peaked at $25.9K in Q1 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • True Wealth Design reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 1,545 Walgreens Boots Alliance shares in Q3 2025, an estimated $17.7K.
  • True Wealth Design first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 10 quarters.
  • True Wealth Design's Walgreens Boots Alliance position peaked at $25.9K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.