VWM
WBA

Valley Wealth Managers’s Walgreens Boots Alliance WBA Stock Holding History

Valley Wealth Managers’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
Closed -$10 – 333
2025
Q2 		$10 Hold
1
– – ﹤0.01% 304
2025
Q1 		$9 Hold
1
– – ﹤0.01% 374
2024
Q4 		$8 Buy
+1
New +$9 ﹤0.01% 403
2022
Q4 		– Sell
-1,500
Closed -$47K – 464
2022
Q3 		$47K Buy
1,500
+1,205
+408% +$44.6K ﹤0.01% 246
2022
Q2 		$11K Buy
+295
New +$12.7K ﹤0.01% 326
2020
Q3 		– Sell
-52,081
Closed -$2.21M – 170
2020
Q2 		$2.21M Buy
52,081
+2,766
+6% +$117K 0.25% 83
2020
Q1 		$2.26M Buy
49,315
+4,630
+10% +$235K 0.29% 71
2019
Q4 		$2.63M Buy
44,685
+7,158
+19% +$413K 0.26% 76
2019
Q3 		$2.08M Sell
37,527
-7,141
-16% -$383K 0.22% 82
2019
Q2 		$2.44M Buy
44,668
+6,137
+16% +$326K 0.26% 67
2019
Q1 		$2.44M Buy
38,531
+13,280
+53% +$907K 0.27% 60
2018
Q4 		$1.73M Buy
25,251
+1,226
+5% +$95.1K 0.23% 65
2018
Q3 		$1.75M Sell
24,025
-196
-0.8% -$13.3K 0.21% 62
2018
Q2 		$1.45M Buy
24,221
+240
+1% +$15.4K 0.18% 83
2018
Q1 		$1.57M Buy
+23,981
New +$1.71M 0.19% 80

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

Valley Wealth Managers's WBA Position: Q3 2025 in Review

Valley Wealth Managers sold out of Walgreens Boots Alliance (WBA) in Q3 2025, closing a stake of 1 share — an estimated $10 sold.

Valley Wealth Managers first reported a position in WBA in Q1 2018 and held it in 15 quarters. The position peaked at $2.63M in Q4 2019. 9 funds tracked by Wall St. Rank hold WBA as of Q3 2025.

  • Valley Wealth Managers reported no remaining Walgreens Boots Alliance position as of Q3 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 1 Walgreens Boots Alliance share in Q3 2025, an estimated $10.
  • Valley Wealth Managers first reported a position in Walgreens Boots Alliance in Q1 2018 and held it in 15 quarters.
  • Valley Wealth Managers's Walgreens Boots Alliance position peaked at $2.63M in Q4 2019.
  • 9 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.