UCFA
WBA

United Capital Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

United Capital Financial Advisors’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
-20,171
Closed -$232K – 1230
2025
Q2 		$232K Sell
20,171
-26,279
-57% -$293K ﹤0.01% 1007
2025
Q1 		$519K Sell
46,450
-28,182
-38% -$306K ﹤0.01% 738
2024
Q4 		$696K Buy
74,632
+18,642
+33% +$173K 0.01% 644
2024
Q3 		$502K Buy
55,990
+8,630
+18% +$88.8K ﹤0.01% 727
2024
Q2 		$573K Buy
47,360
+4,867
+11% +$82.5K ﹤0.01% 673
2024
Q1 		$922K Sell
42,493
-10,058
-19% -$223K 0.01% 577
2023
Q4 		$1.37M Buy
52,551
+2,191
+4% +$49K 0.01% 493
2023
Q3 		$1.12M Sell
50,360
-17,615
-26% -$468K 0.01% 495
2023
Q2 		$1.94M Sell
67,975
-429
-0.6% -$14K 0.01% 451
2023
Q1 		$2.37M Sell
68,404
-27,191
-28% -$965K 0.01% 424
2022
Q4 		$3.57M Sell
95,595
-16,410
-15% -$617K 0.02% 378
2022
Q3 		$3.52M Sell
112,005
-32,331
-22% -$1.2M 0.02% 385
2022
Q2 		$5.47M Buy
144,336
+7,339
+5% +$316K 0.03% 325
2022
Q1 		$6.13M Buy
136,997
+723
+0.5% +$35.6K 0.03% 339
2021
Q4 		$7.11M Sell
136,274
-2,796
-2% -$135K 0.03% 322
2021
Q3 		$6.54M Buy
139,070
+24,919
+22% +$1.2M 0.03% 331
2021
Q2 		$6M Sell
114,151
-565
-0.5% -$30.4K 0.03% 353
2021
Q1 		$6.3M Buy
114,716
+4,275
+4% +$211K 0.03% 325
2020
Q4 		$4.4M Buy
110,441
+23,699
+27% +$918K 0.03% 376
2020
Q3 		$3.12M Sell
86,742
-6,957
-7% -$272K 0.02% 420
2020
Q2 		$3.97M Sell
93,699
-60,327
-39% -$2.56M 0.03% 396
2020
Q1 		$7.05M Sell
154,026
-265,289
-63% -$13.5M 0.06% 286
2019
Q4 		$24.7M Buy
419,315
+347,914
+487% +$20.1M 0.16% 149
2019
Q3 		$3.95M Sell
71,401
-242,875
-77% -$13M 0.03% 464
2019
Q2 		$17.2M Buy
314,276
+232,505
+284% +$12.4M 0.11% 195
2019
Q1 		$5.17M Sell
81,771
-3,729
-4% -$255K 0.04% 405
2018
Q4 		$5.84M Sell
85,500
-17,988
-17% -$1.39M 0.05% 337
2018
Q3 		$7.54M Sell
103,488
-1,180
-1% -$80.1K 0.05% 355
2018
Q2 		$6.28M Sell
104,668
-8,702
-8% -$560K 0.05% 370
2018
Q1 		$7.42M Buy
113,370
+13,785
+14% +$985K 0.06% 347
2017
Q4 		$7.26M Sell
99,585
-3,665
-4% -$258K 0.06% 349
2017
Q3 		$7.97M Buy
103,250
+173
+0.2% +$13.9K 0.07% 314
2017
Q2 		$8.07M Buy
103,077
+4,607
+5% +$379K 0.07% 305
2017
Q1 		$8.18M Sell
98,470
-9,709
-9% -$814K 0.08% 301
2016
Q4 		$8.95M Sell
108,179
-8,260
-7% -$683K 0.09% 280
2016
Q3 		$9.39M Buy
116,439
+22,611
+24% +$1.84M 0.09% 276
2016
Q2 		$7.79M Sell
93,828
-6,931
-7% -$559K 0.08% 298
2016
Q1 		$8.49M Buy
100,759
+7,978
+9% +$637K 0.09% 237
2015
Q4 		$7.9M Buy
92,781
+2,913
+3% +$247K 0.09% 249
2015
Q3 		$7.47M Sell
89,868
-13,388
-13% -$1.21M 0.09% 236
2015
Q2 		$8.72M Sell
103,256
-3,796
-4% -$327K 0.1% 238
2015
Q1 		$8.88M Buy
107,052
+15,175
+17% +$1.21M 0.11% 235
2014
Q4 		$7M Buy
91,877
+9,353
+11% +$625K 0.1% 216
2014
Q3 		$4.89M Buy
82,524
+805
+1% +$52.8K 0.08% 257
2014
Q2 		$6.06M Buy
81,719
+12,060
+17% +$842K 0.11% 211
2014
Q1 		$4.6M Buy
69,659
+8,565
+14% +$538K 0.1% 217
2013
Q4 		$3.51M Buy
61,094
+53,500
+705% +$3.11M 0.12% 174
2013
Q3 		$409K Sell
7,594
-67,036
-90% -$3.37M 0.01% 489
2013
Q2 		$3.3M Buy
+74,630
New +$3.64M 0.09% 244

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

United Capital Financial Advisors's WBA Position: Q3 2025 in Review

United Capital Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 20,171 shares — an estimated $232K sold.

United Capital Financial Advisors first reported a position in WBA in Q2 2013 and held it in 49 quarters. The position peaked at $24.7M in Q4 2019. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • United Capital Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,171 Walgreens Boots Alliance shares in Q3 2025, an estimated $232K.
  • United Capital Financial Advisors first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 49 quarters.
  • United Capital Financial Advisors's Walgreens Boots Alliance position peaked at $24.7M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on United Capital Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.