UAG
WBA

United Advisor Group’s Walgreens Boots Alliance WBA Stock Holding History

United Advisor 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
-11,280
Closed -$129K – 468
2025
Q2 		$129K Hold
11,280
– – 0.02% 380
2025
Q1 		$126K Hold
11,280
– – 0.03% 343
2024
Q4 		$105K Buy
11,280
+677
+6% +$6.29K 0.02% 361
2024
Q3 		$95K Sell
10,603
-1,424
-12% -$14.7K 0.02% 340
2024
Q2 		$145K Buy
12,027
+1,697
+16% +$28.8K 0.05% 259
2024
Q1 		$224K Buy
+10,330
New +$230K 0.08% 195

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

United Advisor Group's WBA Position: Q3 2025 in Review

United Advisor Group sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 11,280 shares — an estimated $129K sold.

United Advisor Group first reported a position in WBA in Q1 2024 and held it in 6 quarters. The position peaked at $224K in Q1 2024. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • United Advisor Group reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • United Advisor Group sold 11,280 Walgreens Boots Alliance shares in Q3 2025, an estimated $129K.
  • United Advisor Group first reported a position in Walgreens Boots Alliance in Q1 2024 and held it in 6 quarters.
  • United Advisor Group's Walgreens Boots Alliance position peaked at $224K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on United Advisor Group's 13F filing for Q3 2025, filed 12 Nov 2025.