TPWM
WBA

Twelve Points Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Twelve Points Wealth 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
2025
Q3 		– Sell
-27,748
Closed -$319K – 200
2025
Q2 		$319K Sell
27,748
-89
-0.3% -$991 0.09% 152
2025
Q1 		$311K Buy
27,837
+1,199
+5% +$13K 0.08% 146
2024
Q4 		$249K Sell
26,638
-8,616
-24% -$80K 0.07% 158
2024
Q3 		$316K Buy
35,254
+21,684
+160% +$223K 0.1% 151
2024
Q2 		$164K Buy
13,570
+2,562
+23% +$43.5K 0.06% 170
2024
Q1 		$239K Buy
+11,008
New +$245K 0.09% 153
2023
Q4 		– Sell
-11,594
Closed -$258K – 174
2023
Q3 		$258K Buy
11,594
+728
+7% +$19.4K 0.13% 146
2023
Q2 		$310K Buy
10,866
+2,923
+37% +$95.2K 0.16% 136
2023
Q1 		$275K Buy
7,943
+1,488
+23% +$52.8K 0.16% 141
2022
Q4 		$241K Sell
6,455
-2
-0% -$75 0.16% 145
2022
Q3 		$203K Buy
+6,457
New +$239K 0.16% 150

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 $4.82B AUM 20.19% 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 $2.89M AUM 12.57% 1-Year Est. Return

Twelve Points Wealth Management's WBA Position: Q3 2025 in Review

Twelve Points Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 27,748 shares — an estimated $319K sold.

Twelve Points Wealth Management first reported a position in WBA in Q3 2022 and held it in 11 quarters. The position peaked at $319K in Q2 2025. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Twelve Points Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Twelve Points Wealth Management sold 27,748 Walgreens Boots Alliance shares in Q3 2025, an estimated $319K.
  • Twelve Points Wealth Management first reported a position in Walgreens Boots Alliance in Q3 2022 and held it in 11 quarters.
  • Twelve Points Wealth Management's Walgreens Boots Alliance position peaked at $319K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Twelve Points Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.